Method
Click on the letters of our name below to see the five key steps to our proven process:
- A
cquaint
Meet
Talk
Understand
Perspective
Inform - L
earn
Your investment experience
Your objectives
Your time horizon
Your risk tolerance
Your liquidity
Your requirements
Your return expectations
Your income needs - P
lan
Model
Test
Research
Analyze
Schedule - H
ustle
Implementation
Asset allocation
Security selection
Tax awareness
Portfolio construction - A
djust
Monitor
Modify objectives consistent with risk parameters
Review risk and time horizon goals
Measure performance against objectives
Rebalance
Ongoing
Unlike many others, we make a concerted effort to work with you in plain, blissfully jargon-free English. However, if you feel more comfortable in your native language we will do our best to accommodate you in clear Spanish, French, Italian, or Greek. Our investment advice won’t change but our language can. Please let us know your preference and we will be glad to speak with you in the manner you like best. Let’s talk: give us a call!