“At the heart of our wealth management services is our client. Our client comes first, second and third.”
Our investment approach is rooted in the time-tested principles of value investing. We have one goal: to create a portfolio of high quality assets, trading at attractive prices and customized to the needs of our clients. This overarching goal is attained by following a consistent process comprised of four key steps.
The first step in the process is to understand the needs of our clients and their financial goals. This includes a thorough look at our client’s financial circumstances and goals. In order to obtain this information, an Investor Profile Statement is completed.
The second step is to work closely with each client to find the right solutions that achieve their overall investment objectives while maintaining an acceptable level of risk. This step involves the development of an Investor Policy Statement (IPS).
The third step is to implement the agreed upon solutions seeking to obtain the best possible results. The implementation process is not a one-time event but integrated with our fourth step.
The fourth step is to monitor and review both the portfolio and financial solutions along with our client’s overall situation and needs. Similarly, as investment opportunities constantly change and portfolio adjustments have to be implemented, client circumstances are continually evolving and require a periodic review.