The first step in the portfolio management process is to understand your financial goals. We then develop a customized investment strategy designed to achieve your goals while minimizing risk.
Next, your portfolio strategy is implemented utilizing the following investment vehicles:
- Individual Stocks & Bonds
- Exchange Traded Funds
- Mutual Funds
- Alternative Investments
- Private Notes
- Derivatives (Covered Call Writing)
The final step of the portfolio management process is to actively monitor and re-balance your portfolio as necessary (at least every six months).
As we monitor your portfolio, you will receive an unparalleled level of high-touch service and communication. This includes monthly activity statements, performance reports, market commentary and biannual, in-person reviews.
Additionally, you will be contacted anytime there are significant, market-moving events that may affect your portfolio. We will then discuss if these events necessitate changes to your portfolio or overall investment strategy.