Investment Advice

Mature couple sitting on sofa with financial advisor

Investment advice is an integral part of our services. Initially an analysis is done of a client’s existing assets and investment portfolio in conjunction with an assessment of their investing goals and objectives. Next, a customized portfolio in the form of an Investment Policy Statement (IPS) is created based on a client’s risk tolerance, return expectations, and time horizon. After agreement on the IPS, the portfolio is then implemented as soon as practical taking into consideration among other things tax implications of current investments.

Following implementation, the investment portfolio is monitored and rebalanced in accordance with the client’s objectives. Periodically, new investments and strategies suitable for use within the investment portfolio are evaluated.

Typically, an investment performance review is provided quarterly to each client. The review covers performance against financial plan goals, and performance of individual investments against their target benchmarks.

Phone: 206-276-1774