Together we develop long-term, forward-looking risk and return assumptions that lay the groundwork for setting return objectives and assessing risk expectations based on your overall plan., your investment goals and risk tolerance.
Collaborating with you, we construct asset allocations designed with your personal investment objectives and tax considerations in mind.
We select experienced asset managers with a demonstrated ability to prepare an investment plan for you.
We review each element of the program in an effort to ensure that policies are being implemented, managers are adding value, and risk is being controlled.
You receive full disclosure through education about risk and through reports of all fees and performance.
We will rebalance your portfolio annually and make any necessary money management changes if the situation warrants.