Our Investment Process
Step 1:
Clarifying Personal Goals and Life Situation
This takes place in the financial planning process to figure out whats most important to you and what your personal beliefs are.
Step 2:
Learn About Your Risk Tolerance
This includes steps you can take to minimize the risks to your financial plans—not just stock market risk, but also inflation risk and longevity risk. It also includes protecting your finances from other risks
Step 3:
Review Strategy
Before we invest in a portfolio, we make sure you understand the strategy and our investment philosophy. Our foundational principles to investing are stated below.
Once you are comfortable with the strategy and understand how it works, we will review where your current assets are and focus on proper asset location.
Step 4:
Implementation
Once you are comfortable with the strategy and understand how it works, we will review where your current assets are and focus on proper asset location.
Step 5:
Ongoing Monitoring and Review
Once the portfolio is implemented, we will periodically review and rebalance the portfolio. Through our review meetings, we will make sure we understand when different aspects of your life change to make adjustments when necessary.