Our Process

• Step 1: Complete an investor profile questionnaire.
• Step 2: Assess your current investments, including all taxable and retirement accounts.  With this we will be able develop your current asset allocation.  Click here to see a sample "Current Asset Allocation" *  Very often you will learn that you are over-concentrated in one or two investments.
• Step 3: Develop your customized "Recommended asset allocation" based on your answers to the questionnaire.  Click here to see a sample "Recommended Asset Allocation" *
• Step 4: Identify the investment styles missing from your Recommended Asset Allocation and take action * to fill any voids.
• Step 5: Maintain this strategy.  Regular reviews include monitoring all investments and updating allocation based on any major life changes, such as weddings or births.  Rebalancing accounts to original allocation is integral to maximizing performance.

* Current/Recommended Portfolio is hypothetical and for illustrative purposes only.  The information within should not be relied upon as recommendations for the basis of investment or liquidation decisions.  All information presented is subject to change at any time and is provided only as of the date indicated.