5 POINT INVESTMENT PHILOSPHY TAILORED FOR EACH CLIENT

 

1. IDENTIFY
   Once we mutually identify that there is a good fit for our client-advisor relationship, we begin by getting to know you and what you want to accomplish.
    

2. REVIEW 
   We analyze and review your existing investment portfolio to assess factors such as risk and return and evaluate its suitability to your specific goals, needs, and situations. 
    

3. RECOMMEND 
   We make specific investment recommendations based on your risk tolerance, expected return, and need for liquidity.
    

4. ALLOCATE 
   With your approval, we allocate the investment recommendations.  Each investment is weighted in your portfolio based on your risk tolerance, income expectations, and expectations of risk-adjusted returns.
    

5. INVEST 
   We invest your assets into a well-designed investment portfolio, then consult with you quarterly or as needed to assess its progress and address any risks.