Step 4

Your account is regularly monitored and professionally managed throughout the year, adjusted for any changes in your goals or financial situation.

Step 3

Your portfolio is tailored to your unique financial situation, implemented using stocks, bonds, exchange traded funds (ETF’s), mutual funds, and cash equivalents that have been approved by our investment committee.

Step 2

Your investment objective will determine your overall asset allocation, providing the framework for how we will manage your portfolio. See the sliders below.

Step 1

We listen to you and your story. We discuss your goals, investment experience, and capacity to take risk. We want to know what is important to you as an investor.