Integrating you into our process
The investment world is volatile and, at times, unpredictable. This has never been more evident than in this past year. Volatility challenges an overall investment approach. Extreme volatility clearly differentiates those that have a sound basis from those strategies based on chance. We have carefully developed a process to help our clients and their families deal with the challenges of managing their wealth.
Discovery meeting
The discovery meeting drives all of our solutions. Our experience has been that taking the time to deeply understand the needs, goals and values of our clients gives us the clarity and confidence needed to make a difference in their financial lives.
Investment Policy Statement (IPS)
We use an IPS as a communications tool. It allows us to describe our understanding of your objectives. In addition, we consider your unique constraints and balance them against your values and goals.
A policy statement allows us to consider strategies in advance so we can manage your assets in an effective and pre-planned manner. Consideration will be given to your market timing, your personal tax position, your legal status, your liquidity requirements and any other constraints that are unique to your situation.
Benefits of an Investment Policy Statement and Investment Plan:
It encourages effective communication. It clarifies both the issues that are most important to you and the investment approach and strategy that will be used. It minimizes any misunderstandings that may arise.
It allows us to accurately review your critical factors as they may change over time. Such evaluations may indicate that corresponding changes to your investment plan are called for.
In addition, this investment plan and investment policy statement will provide the foundation for wealth management —our ability to address the range of your financial challenges beyond your investments. Having a comprehensive advanced plan in place allows us to systematically manage each of your major financial issues, which in turn maximizes our ability to help you achieve your most important financial goals.
