Our Steps in Monitoring Your Portfolio

In designing your investment portfolio, our primary objective is to reach and maintain the risk, income and growth (RIG) parameters that you’ve set with us. This can entail a wide variety of both traditional and outside-the-box investment tools and strategies, culminating in a discretionary portfolio of individual positions that we manage in-house.

While designing your portfolio, we also consult with other specialists and construct the wealth plan and customize our ongoing communication process to suit your preferences.

 

 

Step 1: Current Needs

We sit down with you to discuss your objectives and the change you’d like to see from your current portfolio.

 

Step 2: RIG Analysis

We determine what needs to happen in order to reach the income and growth you need without exceeding your risk limitations.

 

Step 3: Wealth Alignment

By taking a broad look at your finances, we initiate meetings with specialists in insurance, tax, and other fields as necessary.

 

Step 4: Personalized Portfolio

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.