Investment Management
It’s been said that you reap what you sow. And when it comes to enjoying your investments, truer words have never been spoken. Even if you don’t have thousands of dollars to invest, simply taking the time to choose where to park your money can be rewarding.
Through developing a personalized investment strategy, and diversification, we aim to help create and preserve your wealth so you reach your financial goals.
Our Investment Management Process
- Create a point-in-time snapshot: We analyze where you are in terms of your current portfolio. In some cases, we can provide immediately actionable steps that benefit you; like leveraging tax-selling or profit-harvesting opportunities.
- Develop an investment strategy: From your snapshot, we’ll draw-up personalized investment strategies that will help you reach your financial objectives. This may be accomplished by building upon your existing portfolio or proposing a set of tax-efficient investments that are aligned with your personal financial goals.
- Determine a fee structure: During this phase, we can determine the most beneficial way for the account to be structured. This may be to set up the account as a brokerage account where our advisors receive commissions on each trade and each trade has individual trade costs absorbed by the account. Alternatively, it could be more beneficial to set up the account as a fee-based account where our advisors receive an annual percentage of the account value assessed quarterly. In this arrangement, we absorb all trading costs. We will work with you to determine what is best for your circumstances and preferences.
- Implement your plan: Our dynamic approach to investment planning evolves with your changing circumstances. We’ll guide and advise you on investment plan transitions as you go through life and lifestyle changes.
- Consult and counsel: Ours is an ongoing partnership. Throughout our relationship with you, we’ll review your investments, keep you informed, and communicate constantly with you about proposed changes and potential risks or opportunities for your investments.
Book a meeting with one of our professionals to learn more about our investment planning strategies.
Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.
