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Our Process

Once we complete our initial data inquiry, we work with our clients to establish an investment process geared to their individual situation, goals, and risk profile.

With a focus on understanding what financial freedom means to you, our approach is centered around a cyclical process. And just as no two people are alike, neither are two investment strategies that we create.

We follow a disciplined multi-step process to effectively manage and review investment strategies. Key to this approach is sharing information together on a regular basis. Just as markets change, so do personal life situations.

We are equipped to help you navigate both personal and market changes. We often think about “What if?”

Click on the links below for greater detail on each step.

  1. Portfolio Construction

  2. Due Diligence & Research

  3. Portfolio & Investment Monitoring