The first part of the process is Investment Consulting, the astute management of investments over time to help achieve your financial goals. We will outline your goals and challenges and then design an investment plan taking into account your time horizons and tolerance for risk. We will also monitor your portfolios and your financial situation regularly, making adjustments to the investment plan as needed.
We will create a portfolio designed to meet your individual needs, by:
Using up to 18 different asset classes, globally balanced, from large-cap stocks and emerging markets to precious metals and real estate.
Minimizing volatility, risk, taxes and other expenses.
Capturing efficiencies by using low-cost ETFs (exchange-traded funds) and other cost-effective investment instruments.
Systematically rebalancing the portfolio to maintain the ideal asset allocation in light of market changes and changes in the client’s goals or circumstances.
Taking the least amount of risk to obtain the highest returns.
Simplifying reports by summarizing all accounts as one portfolio.