Our Business PhilosophyHome / Our Process / Our Business Philosophy
Our mission is to assist clients in pursuing their financial goals and dreams through communicating, educating and by providing exceptional value.
First, we meet with the client to better understand the client’s current financial status, needs, and goals.
Based on the information obtained during the initial meeting, our team formulates a clear strategy for working toward the client’s needs and goals.
Next, our team designs an investment portfolio of specific securities which not only takes into account the desired investment strategy, but is also designed to manage risk using modern portfolio theory.
Monitor & Communicate
Once an acceptable investment portfolio has been approved by the client, our team continuously monitors the client’s portfolio to assure that it is performing in a manner consistent with the client’s needs. Additionally, our team provides continuous communication about general market conditions as well as specific feedback to the client about his or her portfolio.