“The portfolio is merely a funding medium for the plan.”
– Nick Murray
Our investment process starts with a financial plan. If you think of your plan – however simple or complex it may be – as a customized financial roadmap, then your investments are the vehicle that will get you to your financial destination.
The portfolios we design are based on each Client’s unique situation. You will never be assigned to standardized model portfolios based on your answers to a generic risk tolerance questionnaire. After all, what good is a portfolio that fits your risk tolerance if it doesn’t fit your financial goals?
We believe that the financial planning and investment processes go hand in hand. You can’t have one without the other. Together we’ll review and customize an investment portfolio and implement an investment strategy that’s based on your financial goals.
Our investment advisory (IA) services will make sure your investment strategy is implemented properly, your portfolio is monitored regularly, and your investment mix changes as your financial needs and goals change.
Here’s a summary of our investment advisory (IA) services:
Investment Advisory (IA) Services
- Assist you with the account opening and transfer process
- Provide ongoing investment advice and selection
- Monitor and rebalance your accounts as needed
- Conduct portfolio tax management and tax loss harvesting when appropriate
- Meet regularly to review your portfolio and investment strategy