We begin this stage during our initial meeting where we get to know one another.
We focus on what your specific needs are and what you want your investment
capital to do for you.
The primary objective of this stage is to develop an effective, long-term
investment strategy that is custom tailored to the unique needs of each client. We
then develop a comprehensive plan that outlines the strategy we recommend for
The primary objective of this phase is to successfully implement your investment
strategy. By means of constant communication and a highly skilled staff, we
strive to make this process quick and easy for you.
We monitor our client's accounts on a regular basis to ensure they are still
performing in a way that meets their intention. When we discover that a client's
circumstances have changed, or that shifting global markets require a different
investing approach, we are quick to make adjustments.