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Investment Process

Investment Process

Step 1: Together we develop long-term, forward-looking risk and return assumptions that lay the groundwork for setting return objectives and assessing risk expectations based on your overall plan, your investment goals and risk tolerance.

Step 2: Collaborating with you, we construct asset allocations designed with your personal investment objectives and tax considerations in mind.

Step 3: We select experienced asset managers with a demonstrated ability to prepare an investment plan for you.

Step 4: We proactively monitor each element of the program in an effort to ensure that policies are being implemented, managers are adding value, and risk is being controlled.

Step 5: You receive full disclosure through education about risk and through reports of all fees and performance.

Step 6: We will rebalance your portfolio annually and make any necessary money management changes if the situation warrants.