INVESTMENT ADVISORY & MANAGEMENT

INVESTMENT ADVISORY & MANAGEMENT SERVICES

  • Our Investing services are guided by three main principles:
    • Full Transparency
    • Unbiased Objective Advice
    • Cost Effective & Tax Efficient
  • Review ALL investment accounts for our clients, whether we directly manage that account or not.
  • Start with a conversation regarding the purpose of your money
  • Evaluate and analyze your current holdings and give a clear explanation of our findings without confusing “financial jargon”
  • Develop a customized investment strategy based on your personal goals and risk tolerance
  • Determine how much risk you can handle to establish an investment comfort zone – giving you peace of mind – even with market volatility.
  • Take into account ANY and ALL Tax IMPLICATIONS
  • Perform periodic stress tests to determine how your portfolio would fare in various market conditions
  • Establish a long-term collaborative relationship by conducting periodic review meetings and encouraging YOUR FEEDBACK