Investment Consulting (IC)

A critical component of your experience with our firm is the formation of an investment plan to guide you and us as we build and maintain your portfolio. Our methodology for helping you pursue your goals consists of a broad process of five steps:

1. Assessing your goals and circumstances

Through prior meetings, we’ve learned your key values, goals and concerns. We have prepared a Family Profile and encourage your assistance in keeping the information current as our relationship evolves.

2. Risk assessment

Before recommending a particular portfolio strategy, we help you assess your ability, willingness and need to take risk as well as your comfort owning a portfolio that will behave differently from the U.S. stock market.

3. Understanding the investment strategy

We want you to understand our philosophy of practicing Evidence-Based Investing.

4. Building your portfolio

Once the above are completed, we will implement your investment portfolio.

5. Ongoing maintenance

After your portfolio is implemented, we will periodically rebalance the portfolio to ensure the asset allocation remains close to the one agreed upon. Periodic meetings will ensure that we continue to understand all aspects of your financial goals as they tend to evolve over time.

An investment strategy right for Our Clients.

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