Investment Management
One: Are we a Fit?
We start with a simple, introductory meeting. There is no cost. Just a conversation about what you need, where you are today, the problems you face and what you hope to accomplish.
We will answer all your questions and tell you how we work with clients like you. We will detail the costs and how we are paid, including a written summary to take home and review.
Together we will decide if we are a good fit. If so, we set a second meeting to design a custom investment framework.
Two: Create a Framework.
We design a custom investment framework to fit your goals, timeline, and comfort with the inevitable ups and downs of the markets. We’ll explore strategies together, weighing the risks, rewards, and what you might expect going forward.
Once you’re comfortable with a framework and strategy, we’ll create a tailored portfolio, open your accounts, and transfer those accounts you’d like us to manage. With your accounts funded, we’ll meet to review a tailored investment proposal.
Three: Review a Proposal & Execute.
Your tailored investment proposal will consist of specific investments and dollars. We will review each investment, how it works within your overall portfolio, the related risks and potential rewards.
We will review costs, why we selected certain investments and answer any question.
We will ask for your decision to proceed. With your agreement, we will move forward and invest your money.
Monitor, Adjust & Report.
That's it. Now you sit back and let us worry and do the work.
Once invested we will set regular reviews. Our reviews may involve perspective on recent economic or market events, updates on performance, suggested changes or even new opportunities to explore.
In between reviews, we will monitor and track your portfolio. We will regularly evaluate your investments and seek out new or better ideas. If a change or opportunity occurs before we are scheduled to meet, we will reach out to you and discuss.