Our approach for Investment Management services seeks to put our clients in a position to capture returns from market growth over time. We utilize our investment strategies to design strategic portfolios in which the overall asset allocation may change in different market environments in an effort to maintain attractive risk and return characteristics. We use a seven step process to uncover your goals, objectives, and concerns. This systematic approach provides the foundation to develop your strategically focused investment portfolio.
Plan We work with clients to understand their overall investment vision, goals, and objectives.
Determine We help clients to determine return objectives, risk temperament, time horizon, income needs, tax and social sensitivity, and other objectives to develop an investment profile.
Develop A client’s investment plan is developed based on their investment profile with key elements recorded in their Total Portfolio Objective statement.
Implement A client’s plan will be implemented with a diversified investment portfolio selected from traditional and alternative investment strategies.
Monitor We monitor clients’ objectives and recommend or make adjustments as need to maintain their Total Investment Objective.
Report We make available web-based solutions that provide performance, income and tax reporting data.
Update We remain available to meet with our clients on a regular basis to review their portfolio and adjust investment objectives as necessary.
Today's investors are faced with an environment of rising risk and uncertainty. Economic concerns, low interest rates, and demographic shifts combine to create a challenging climate. We believe an investment portfolio should be designed to:
Address systematic (market) as well as unsystematic (investment) risks
Adapt to ongoing market conditions
The result is a dynamic portfolio in which the overall asset allocation may change in different market environments in an effort to maintain attractive risk and return characteristics. Our dynamic approach is designed to bring an intelligent refinement to traditional “buy and hold” investing. Based on your unique circumstances, we will create a portfolio with an asset mix that incorporates these broadly defined asset classes:
Once your account is established, we provide access to our web-based investment reporting solution that supplies:
Market Commentary Performance Asset Allocation Portfolio Analytics Transaction History Cost Basis, Interest, Dividend, and Capital Gain Status Projected Portfolio Income
Call us today at 425-643-1800 to schedule a complimentary consultation.