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 in our High Net Worth (HNW) services beyond investing
- Gathering documentation
- Opening dialogues with your accountant and attorney, if required
2
Propose
- Personalized financial plan
- Investment portfolio
- HNW client 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 three rules that guide our investment decisions in all markets.
Maintain
Objectivity
