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We work diligently to gain a holistic understanding of your financial resources and goals so we can design and implement strategies tailored to meet your individual investment needs. To assist you in meeting those goals we provide our institutional investment management process which consists of the following:
- Develop and establish your objectives and goals. After understanding your financial goals and objectives, we customize an Investment strategy to align your objectives with a customized portfolio. Your goals and objectives determine the details of your portfolio, including asset allocation, performance expectations, risk characteristics, etc.
- Recommend Asset Allocation and Manager Selection – Based on your objectives, we give specific asset allocation and manager recommendations designed to guide you towards those goals.
- Implement – We implement our recommendations by selecting investments appropriate to your risk tolerance.
- Monitor and Review – We continually monitor the asset allocation strategies and the performance of all selected mangers to confirm their continued merit in your portfolio. Further, we review your plan with you and make adjustments when necessary as we focus on helping you progress toward your goals year after year.