Our Services

 

We construct and manage customized portfolios for individuals based on the client’s return objective, risk tolerance and time horizon.

step 1

Determine a client’s objectives by developing an investment policy statement (IPS).

Services cycle.jpg
 

step 2

Determine asset allocation.

 

step 3

Construct portfolio.

 

step 4

Continuously monitor portfolio.

 

Step 5

Periodic client meetings. The IPS is reassessed and adjustments can be made to the portfolio.