Our Process

Our investment management service is a customized program, consisting of four stages:

1. Defining Goals by spending time with you to carefully identify your investment objectives, time horizons, risk tolerance, pre-retirement and post-retirement income requirements, and your financial needs and wish list.

2. Developing an Investment strategy utilizing sophisticated software to create financial projections to determine where you stand and what needs to be done in order to help achieve a secure retirement, as well as other financial goals.

3. Implementing the Investment strategy through investment management services on a non-discretionary basis with proprietary investment methods; analysis to identify the appropriate asset allocation for each personalized risk tolerance.

4. Monitoring the Investment strategy by monitoring investment results, rebalancing portfolios, and having periodic meetings with you to update the strategy over time and whenever significant events occur in your family.