A properly structured portfolio should seek to create positive returns while minimizing risk and incorporating the client’s personal attitudes toward investing. When we build your portfolio, we take time to understand your investment situation to ensure no aspect of your finances is overlooked.
Step 1: Discover
During our initial meeting we discuss your investing experience, your goals, and the reason you have decided to save and invest. Reports of your current assets, including any personal or employer-based investment accounts, will be invaluable as we establish where you are now and determine where you want to be.
Step 2: Preparation
We take the information you provided and prepare a comprehensive portfolio that may include stocks, bonds, mutual funds, and other investments. Each portfolio is hand-picked to reflect your feelings about risk, time horizon, and existing assets. Depending on your situation, we may include investment selections designed to limit tax liability or produce a reliable income stream.
Step 3: Implementation
Every portfolio selection is explained to you in a way that is easy to understand, and you have the ability to revise any of our recommendations. When you approve, we open your account and place the applicable trades. Our process also includes regular reviews to help ensure you remain on track, and our team is always available to answer questions about your account.