Phase I: Discovery
This initial meeting is the foundational process where we get to know the potential client. We focus on specific needs and how desired investment capital may provide a secure future.
Phase II: Strategy
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We develop a comprehensive, custom plan that outlines a recommended strategy for long-term success.
Phase III: Implementation
This step includes the successful implementation of the investment strategy selected. By means of clear, concise and continuous communication, our highly skilled staff will make every effort to streamline this process with ease and efficiency for clients.
Phase IV: Monitoring and Adjusting
We monitor clients’ accounts on a regular basis to help ensure they are still performing in a way that meets strategy intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to help make secure adjustments, sound judgment, and a knowledgeable experience.