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Strategies | Our Process

Our three phase investment process is a disciplined means to help guide you throughout your investing lifetime. We use it to plan, implement and monitor a customized strategy for your unique needs.

The process is designed to help ensure your portfolio adapts to changing market conditions and all of life’s planned and unplanned challenges.

Think of it as a way to get your bearings, take your first steps, and align yourself with a team of professionals dedicated to achieving your dreams.

Phase One:

  • INTRODUCTION to our firm and consulting process
  • DISCOVERY and identification of your goals and risk tolerance

Phase Two:

  • PROPOSAL for your consideration
  • IMPLEMENTATION of your investment portfolio

Phase Three:

  • 60-DAY REVIEW covering your investments and reporting
  • PROGRESS MONITORING focused on your individual objectives