Phase 1
Don’t rely on luck! We conduct an introductory meeting to discuss your current situation and future goals. This is our opportunity to gather as much information as we can about you personally. As a result we can begin to assess the risk and asset allocation of your current investment portfolio.
Phase 2
Based on the information gathered from our introductory meeting, we create a flexible strategy that can adapt to a fluctuating market. This approach utilizes strategic, tactical, alternative, and risk-managed money managers. With these money managers, we build a portfolio based on the risk classification that fits you as an investor.
Phase 3
Building a lasting relationship is the foundation of our strategy. We conduct ongoing meetings with you to ensure you are on course to meeting your investment goals, and discuss any new opportunities that will improve your portfolio.