Our practice uses a fee-based investment management model. A fee relationship means you get independent advice because we sit on the same side of the table. It fosters a more open, consultative relationship. You are free to make any product selection, asset allocation or portfolio changes. Your advisor has a vested interest in growing your account because fees are based on the value of your account.
In short, our success is tied to your success. How does it work?
Setting investment objectives
In conjunction with your financial plan, we set investment objectives based on the roadmap we have jointly prepared.
A common definition for investment risk is deviation from an expected outcome. This requires an understanding of your stage of life, the potential opportunities that lay ahead for you. The size and ages of members of your family. Your general health, and more.
Investment selection process
Once we have established an acceptable “risk tolerance” we explore investments which properly align. We will then make asset selections, stock selections and plan implementation.
Monitoring and measuring
We’ll meet with you regularly to review your portfolio and measure its performance. To greatly simplifying record keeping and tax reporting you can combine holdings and receive one consolidated account statement
We make sure your financial assets are handled safely and securely. Your future is worth planning for.