This is standardized and highly evolved. clients are regarded as partners.
We begin by getting to know you and familiarizing you with our people, our principles and our process.
We engage in a candid dialog and a careful analysis of your personal circumstances, assets and expectations in order to generate a high degree of mutual confidence that there is a sound basis for a good long-term relationship.
The portfolio management process begins with a detailed evaluation of your specific investment requirements, based on many dimensions, among these- your risk tolerance, investment time horizon, cash flow needs, income objectives, tax considerations, and such reasonable restrictions as you may wish to impose on the management of each account.
This creates a shared vision which we will continue to re-visit, and an ongoing partnership designed to produce measurable results prioritized to your requirements. Going forward, we will confer and coordinate with your other professional advisors in order to create, monitor and properly execute an optimized strategy.
Throughout our relationship we strive to deliver an exceptional client experience with the same degree of personal attention, consideration and accomplishment we would seek for ourselves.