Our first step is to get to know you. By understanding your personal needs and positioning them in the current financial climate, we are able to align your portfolio objectives with an investment strategy that works best for you. We educate you in a manner that helps manage emotions and act on what you can control, and plan for what you cannot control.
From there, we will build you a diversified portfolio with appropriate risk management strategies that allow your money to work its hardest for you. A customized investment strategy offers financial security - peace of mind that your money is helping you achieve your goals. As changes arise in both your life and global financial markets, we will continue to develop and refine your plan.
When we work with you to build your portfolio, we incorporate your values and goals into your investment strategy. For example, our Environmental, Social, and Governance (ESG) options provide a chance to align personal values regarding the environment, gender, and even corporate governance with your choice of investment strategy.
Every investment comes with a certain level of risk, but we always work to assure the risks in your portfolio are worth taking. That’s why our investment team uses a framework centered around risk allocation and offers both active and passive investment strategies. This allows us to build a portfolio that aligns with both your needs and market expectations.
While the economy is ever-changing, monitoring key indicators has historically provided a reliable guide to recognizing patterns in the markets. That’s why our investment team constantly tracks market data – it allows us to customize your portfolios so they’re ready for wherever the economy is headed next. We conduct quarterly check-ins to see how your investments are working and to ensure your goals are being met.
We’ll work with you to build a diversified portfolio that can grow and change as you do. Our investment team offers a “Core-Satellite” approach, in which core investments (comprised of U.S. stocks, U.S. fixed income and developed market international equities) could establish a broad foundation for your portfolio, and satellite investments (such as emerging markets, real estate securities and high-yield bonds) could create opportunities that cater to your specific needs.