Investment Management

This session is used to learn more about you, your family, and your investment needs/desires. We will discuss how we operate, what engaging with us may look like, and the expectations of our relationship. If it is determined we are a good fit for each other, we will discuss next steps.

We will start this meeting off with a portfolio review of what you currently have. From there we will begin to develop a strategy, in conjunction with you, for your investments. Depending on the complexity of your situation, we may be ready to move to the next step and implement. If your strategy needs more time or we need to gather further information or proposals, we may add another strategy meeting

This is where we will assist you with the actual implementation of your investment strategy. This often takes some time to get sorted out completely and we will stick with you the entire way. 

Our investment management is a continuous relationship. We will have review meetings, as deemed appropriate for your situation (quarterly, semi-annually, annually), and situational meetings for when you have changes or we have suggestions or other solutions that may be relevant or valuable to you.