The Custom RIG Process
The driving force behind our process is reaching and maintaining the Risk, Income and Growth (RIG) objectives that you've set with us. As an individual your investment needs are different, and so are your communication needs – our process helps us cater to both.
We sit down with you to discuss your objectives and the change you'd like to see from your current portfolio.
We determine what needs to happen in order to reach the income and growth you need without exceeding your risk limitations.
By taking a broad look at your finances, we initiate meetings with specialists in insurance, tax, and other fields as necessary.
Your new portfolio is implemented and we begin to monitor and evaluate to keep it attuned to your needs.
- STEP 5 RIG Tracking Report
To facilitate your semi-annual review, we provide a RIG Tracking Report that discloses your progress since inception.