Assess Risk: We talk to our clients about their risk tolerance to determine their true risk profile.
Evaluate: We evaluate the appropriate mix of investments for each client.
Research: When deciding on individual investments, some of the details we research are:
- Investment performance as compared to industry benchmarks
- Style drift
- Management tenure
- Upside/downside market capture
- Other statistical factors
Implement: We implement the investment portfolio based on the portfolio strategy designed for each client individually.
Monitor: We monitor the portfolio’s performance on a regular basis.
Rebalance: We can rebalance the portfolio as needed based on changes in clients’ needs and risk tolerances, changes in the market, and changes to the investments.
Communicate: We are available to discuss questions clients have about their portfolio, their risk tolerance, the market, or their changing needs