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Our Approach

Consistent & Continuous Investment Process

Coordinating the specialists, knowledge and resources to manage wealth.


1

Discover

  • Understanding your financial goals, potential obstacles and preferences
  • Identifying your interests, if any, in our HNW services beyond investing
  • Gathering documentation
  • Opening dialogues with your accountant and attorney, if required

2

Propose

  • Personalized financial plan
  • Investment portfolio
  • HNW services
  • Implementation and transition schedule
  • Working together - briefings and reviews


3

Implement

  • Initiate the financial plan
  • Phase in the investment recommendations
  • Enroll in HNW services
  • Send transfer forms, consolidate assets
  • Review the forthcoming client statements

4

Monitor

  • Monitor progress according to the plan
  • Adjust the plan and investments when needed
  • Inform you, your accountant and attorney of anything you should be aware of
  • Help you navigate your options of complex wealth



We will continue to have bull and bear markets - these are the three rules that guide our investment decisions in all markets.

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Maintain
Objectivity



Manage
Risks



Tax-Smart
Investing