Our investment management process begins by visiting with you to determine your objectives. Generally, an analysis is written in the form of an Investment Policy Statement that delineates rate of returns to help achieve your objective(s). From this analysis, recommendations are made that provide a positive coefficient of variation congruent with your existing investments.
We are impartial towards products and investment providers and very comfortable managing portfolios of individual securities. Our experience and education has afforded us exposure to providers with superior processes and we're proud to share that information with you once your objectives are determined and an Investment Policy Statement has been developed.
Once the proper accounts are set up and funded, we encourage you to maintain regular communication with us and monitor your accounts frequently through Web access and/or account statements. These tools allow you to become familiar with how events in the markets and economy affect your important assets. It is imperative that you understand how and why changes occur in the value of your accounts. When you have questions, we encourage you to contact us and learn.