We tailor your portfolio(s) to your needs, while prioritizing your risk tolerance and timeline, by allocating your assets to serve these primary objectives:
Once we gather all the required information, we provide a written investment strategy recommendation. Depending on the complexity of the plan this can be a general asset allocation strategy, or a strategic tactical approach.
Upon agreement of the investment strategy recommendation we manage the account to the established objectives, allowing for the potential tactical adjustments in the face of changing economic conditions, risk, and the flow of assets between market sectors, while at the time maintaining the structured long-term portfolio allocation.
We will meet or speak regularly with you to monitor changes in your personal situation, and share our perspectives that could cause the need to adjust the long-term approach.
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