Understand your values and priorities
- Establishes foundation for investment plan
- Utilize risk assessment process and your unique risk tolerance
- Examine goals and objectives, risk tolerance, cash flow requirements, asset values, type and liquidity of assets, income sources other elements
- Devise the optimal plan for you
- Careful selection process
- Extensive Investment Spectrum
- Unbiased advice
- Implementation
- New accounts opened
- Outside investments transferred in
- Trades placed to align assets with plan
- Daily performance monitoring
- Re-balancing periodically to remain aligned with strategy
- Modifications easily made to accommodate changes to plan or financial situation
