Our structured process recognizes that each client needs and deserves a customized investment strategy.  

Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.

Throughout our process, the experience, expertise and market insight of professionals across wealth management is brought together in a cohesive structure to help you achieve your goals. 

Our Process

  1. Create a Policy Statement - A policy statement is the statement that contains the investor's goals and constraints as it relates to his/her investments.

  2. Develop an Investment Strategy - This entails creating a strategy that combines the investor's goals and objectives with current financial market and economic conditions.

  3. Implement the Strategy Created -This entails putting the investment strategy to work, investing in a portfolio that meets the client's goals and constraint requirements.

  4. Monitor and Update the Strategy - Both markets and investors' needs change as time changes. As such, it is important to monitor for these changes as they occur and to update the strategy to adjust for the changes that have occurred.

We can identify the specific deficiencies and potential opportunities for improvement in an investor's current portfolio.  Our Gap Analysis report covers 12 major areas of portfolio analytics, including: asset allocation, asset class diversification, equity concentration risk, fixed income holding risk, management expense, trading costs and portfolio efficiency.  

 
 

Contact us today for an obligation-free Gap Analysis.

Name *
Name
Phone *
Phone