Our Step-By-Step Investment Approach
» Setting Investment Objectives
» Developing
Investment Guidelines
» Establishing Lines of Communication
First, We Listen To You and:
- Assess risk tolerance
- Determine income requirements
- Consider income tax circumstances to generate the best after-tax
benefits.
- Set Objectives
- Determine an appropriate asset allocation
- Consider types of investments
Second:
- Develop investment guidelines for structuring the portfolio
- Consider diversification among bonds and stocks
- Evaluate each stock for your portfolio
- Consider municipal or corporate bonds as appropriate
- Ladder maturities to reduce interest rate risk.
Third:
- Establish appropriate lines of communication
- Conduct periodic meetings to evaluate the portfolio’s performance
- Redefine objectives, if necessary
- Provide periodic accountings
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