1. Understand Financial Goals & Circumstances:
- Listen and learn about your circumstances
- Identify your goals
- Set a time horizon
- Determine liquidity needs
2. Create a Financial Plan:
- Develop a strategy to improve the probability of reaching your financial goals
- Work with your other advisors, lawyers and accountants, as needed
- Address gaps in insurance, lending and cash management needs
3. Design Custom Wealth Management Solutions:
- Implement asset allocation designed for optimal portfolio performance based on long-term historic trends
- Draw on the collective experience of our team
- Utilize our in-house research associates
- Build and implement custom portfolios using both internal and external professional money managers
4. Monitor Investments & Market Conditions:
- Track your portfolio’s performance relative to your objectives
- Monitor professional money managers for changes in quality and personnel
5. Ongoing Review:
- Review your investments in relation to your goals
- Check in to see if your needs and circumstances have changed
- Adjust as needed