Our Process

We combine the latest technologies with our deep industry knowledge and vast professional network to execute against the process outlined below:

  • Discovery

    The process begins with in-depth conversation and initial data gathering. Your long-term financial goals, objectives and risk tolerance will be identified to form the basis of your wealth plan. We will review your current statements and conduct a stress test on your existing investment portfolio. We will also communicate our fees and other potential costs.

  • Design

    We synthesize the information obtained in the discovery phase with empirical analyses of your unique tax, business, estate planning, and personal circumstances to create a plan to build your wealth. Our goal is to design a personalized financial plan and investment strategies that will assist you in achieving your financial goals and objectives at a risk level that you can tolerate.

  • Implementation

    We leverage technology and time-tested strategies to execute your wealth plan. Our disciplined investment management process is used to build specific portfolios based on your personal circumstances. This process-driven, unbiased approach involves both fundamental and technical analysis.

  • Monitoring

    Together, we will monitor and revise your wealth plan, as necessary. Successful clients understand that financial planning, investment strategies and asset allocations must be dynamic. Life is full of changes, and with each new set of circumstances come new financial needs.