Our Process

Our Process

We follow a prudent process and use the fiduciary standard of excellence as our guideline in managing your assets. We follow a proprietary due diligent process of selecting and monitoring investments based on fiduciary standards. We use a broad selection of investments such as mutual funds, managed accounts, ETFs, equities, bonds, real estate securities, limited partnerships etc.

Our process is as follows:

  1. We gather information of your financial goals and resources.

  2. We then analyze your situation based on your risk tolerance, time frame, short and long term needs.

  3. Next, we determine how best to allocate your resources over different asset classes to meet your short and long term goals.

  4. We then evaluate using proprietary tools, researching suitable investment vehicles and implement to help you achieve your investment returns.

  5. We meet at least annually or more if needed to review your portfolio progress and make changes as required, so that you stay on track in reaching your goals.   

Our Accreditations

AIF  www.cfp     CMFC

     

CRPS     NAPFA 

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