Financial Management
All of our services are directed toward managing your portfolios within the areas of accumulation and distribution - such as spending or gifting. In order to apply our firm to your situation, here are the steps we take:
Understand Your Commitments
Identify Your Resources
Identify Your Tax and Timing Constraints
Broadly Match Your Resources to Your Commitments
Discuss Asset Classes and Select Asset Allocation for You
Provide Education about Investments within Your Allocation
Set up an Investment Policy Statement for You
Discuss Your Fees and Costs
Select a Custodian for Your Assets
Set Up Account Paperwork for You
Build Your Portfolio
Monitor Personal and Portfolio Changes