There are many factors that affect choosing an investment strategy. The first set of factors begins with you, our client. Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. Once we have the answers from our clients, we begin to think about the second category of factors which involve the overall health of the economy.
Here are the common questions we ask as we walk through the investment planning process:
- What is the goal of the funds? Are they to be used now, at some point in the future, or are they funds you would like to leave as a legacy?
- What are the expectations you have for your investment accounts when it comes to risk and reward?
- What is your comfort level with investing, or how much investment expertise do you have?
The initial discovery process has to be thorough, which is why experienced financial advisors will include financial planning, not just investment management, as part of the overall financial roadmap.
How We Simplify Investment Strategy & Selection Process
There are many factors that affect choosing an investment strategy. The first set of factors begins with you, our client. Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. Once we have the answers from our clients, we begin to think about the second category of factors which involve the overall health of the economy.
Here are the common questions we ask as we walk through the investment planning process:
- What is the goal of the funds? Are they to be used now, at some point in the future, or are they funds you would like to leave as a legacy?
- What are the expectations you have for your investment accounts when it comes to risk and reward?
- What is your comfort level with investing, or how much investment expertise do you have?
The initial discovery process has to be thorough, which is why top financial advisors will include financial planning, not just investment management, as part of the overall financial roadmap.
How Do We Select Investments?
Our investment philosophy is that we believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability for the short-term so you can prosper in any market condition.
We don’t believe in market timing. We don’t believe in allocating portfolios according to just your risk level or age. We create a financial plan that’s based on your needs and goals, then build a portfolio to match.