A Disciplined Process

As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process:



Phase I: Analysis

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. We do a complete analysis of your current holdings, evaluating both the costs and the risks associated with your portfolio.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. During the second meeting, we review our strategies and explain the rationale behind our recommendations.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can help ensure we are always adapting to your needs and to the demands of global markets.