Broker Check

Our Process

Phase I: Discovery

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.

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. We will then work with you to develop a comprehensive plan that outlines the strategy we recommend for the best chances of achieving long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. Through regular communication 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 ensure they are still performing in a way that meets the agreed-on strategy. If you adivse us that your  circumstances have changed, or if shifting global markets require a different investing approach, we will discuss making adjustments with you.