“Our consultative process drives the ultimate solution for each client.”

Plan

We employ a consultative process for all clients, determining their goals and objectives and defining an individualized plan to ensure they will meet those goals. The consultative process includes meeting with each client to understand their needs, determine their investment objectives and risk tolerance, develop an investment and financial plan, and review the plan with the client. Upon completion of this process, the plan will be implemented.

Review

Our client accounts are reviewed quarterly to ensure consistency with the objectives and target asset allocation. We also conduct account reviews when there is a significant change in a client’s situation, or when requested by our client. These reviews are usually conducted by the financial advisor, but will be supported by our specialists to assure the most comprehensive and accurate review possible.