Your Investment Plan will help you determine whether your investment portfolio
is properly managed and diversified.
Using our Asset Mix Optimization Process™ we’ll work with you to develop your personalized investment profile, focusing on such factors as your investment objectives, how long you expect to keep your money invested, your ability to tolerate risk and your current financial stability. Using graphic representations of our analysis, we’ll help you to understand your existing portfolio and highlight any areas that are under- or over-weighted in comparison to your target. An investment portfolio that is not properly diversified may affect your ability to weather market volatility over the long term.
Once your ideal asset allocation has been determined, we will pair you with the best high net worth money management program(s) to ensure that your portfolio is being actively managed. We adjust your portfolio’s geographic regions and management styles to reduce your overall risk. The process is completed with historical back-testing of your new portfolio, as well as a correlation analysis to ensure the best results possible.
Implementation of your Investment Plan may include any of the following:
- Consolidation of existing accounts to minimize management fees
- Rebalancing to achieve the optimized asset mix
- Taking advantage of tax-deductible management fees where possible
- Setup of regular purchase/withdrawal plans
Once the investment plan has been completed, our commitment to ongoing monitoring of your new portfolio has just begun. Our Client Portfolio Statements are clear, concise and provide all the information you need to know about your investments. Regular portfolio reviews identify areas for improvement and address any pending concerns.
