Our investment process begins with listening to your objectives, values, concerns, and preferences. Following a thorough "diagnostic" process, some specific steps we typically take include:
Review: existing holdings and relevant financial and legal documents;
Understand: your family's circumstances and experience with investing and investment advisors;
Define: your multi-generational family strategy, including your short- and long-term financial, investment, business succession, and philanthropic goals;
Identify: issues or areas of concern where your current portfolio and estate plans do not align with your goals.
We then work with you to select a long-term strategy and asset allocation that best aligns your return objectives with your ability and willingness to take risk. We develop an investment plan that provides the balance and diversification essential to build consistent returns, and customize investments in your portfolio to meet your requirements.
Goals-Based Approach
We recognize that you often have multiple and sometimes conflicting goals for your money. So rather than thinking about all of your assets as a single portfolio, we have the flexibility to apply a goals-based approach to your investment strategy that encourages you to create buckets for your individual goals and then apply a timeframe and risk tolerance to each. In doing so, goals-based investing shifts the focus from tracking your portfolio’s overall performance to providing a better understanding of what needs to be done to meet specific goals and the impact that may have on your asset allocation.
