Our Process

The first step is a conversation about your current financial picture, investment experience and expectations, your current portfolio, and other topics that help us develop a comprehensive investment plan.

Next, we create an Investment Policy Statement (IPS) that incorporates your goals, assumptions, likes and dislikes, and other portfolio preferences.  We will facilitate the account set-up process to ensure a smooth transition of funds and implementation of your plan.

We prefer to meet with our clients face-to-face at least twice a year, or more often if necessary, to review your circumstances, the investment landscape, and your portfolio progress.  We send out monthly communications relating to the markets, economy, current events, and specific investment strategies.