After we input the financial plan and understand your goals, we can then tailor an investment solution to your needs. We use models to create an outline and then tailor them specifically to fit your needs. Clients should understand what they are investing in and why, and they should be able to invest in products they are interested in.
Once we know your risk tolerance, we input a global portfolio of equities, fixed income, cash, and, when appropriate, alternative investments. The goal is to invest with a long-term view while reducing costs and maximizing your after-tax return. Rebalancing is a key step and helps ensure that your portfolio remains aligned with your goals. Setting a benchmark and showing clear results allow clients to understand where they stand and why.
We are constantly looking for ways to improve client accounts based on the current market environment, so we team up with portfolio managers for their insights. Looking at various alternative investments that perform differently during volatile markets is another way we work for our clients and their goals.