Investment Management Process
After development of your comprehensive investment strategy and a written Investment Policy Statement, we will implement your strategy utilizing a full range of investment tools.
Dynamic Investment Management Process includes:
- Capturing profits and preserving wealth ©
- Active management of assets and perpetual monitoring of mutual fund managers
- Meeting with you regularly to report progress toward goals as set forth in your Investment Policy Statement
- Frequent contact and open two-way communication throughout the year
- Making appropriate adjustments as you have major changes in your life or objectives.
Our Deep, Broad & Global Resources include:
- Access to top investment managers and thousands of investment choices
- FDIC insured investments
- Stocks, bonds, mutual funds
- Global, international
- Derivatives (protection purposes)
- Access to top third-party research sources