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