Providing investment portfolio management services involves constructing and maintaining a mix of securities designed to achieve an objective. In this we are independent thinkers. We take a long term approach and always have an eye on keeping fees reasonable, with the care and diligence of a fiduciary.
We approach the management of client assets with the following principles in mind:
Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, experience, tax status, time horizon, and personal preferences. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
Disciplined portfolio construction. Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of assets. We also seek to provide diversification within each asset class, across sectors, industries, and countries.
Rigorous oversight. When implementing a client’s investment strategy, we use a stringent process in our manager and asset selection. Once the appropriate investment program has been chosen, we provide ongoing oversight and performance monitoring, and make changes as appropriate.
When Investment Management Services are combined with Financial Planning, some call this Wealth Management.
How Financial Professionals Are Compensated