Investment Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Investment Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Why Investment Management Is Important

Individuals and families depend on the assets they accumulate over the years, being able to sustain them later in life – in retirement or in the event of an unforeseen need. However, not everyone has the time to monitor and manage those assets. And even if you have the time, you might not have the skills and patience to do so. In not managing your assets diligently over your accumulation phase, you could leave them exposed to erosion, destruction or depletion. The result: You might not have those assets (or a significant portion of them) in times of need.

What We Can Do for You

• Determining your objectives: Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets.
• Help you choose your optimal asset mix: There are hundreds of asset-types that you can invest in, and as many ways to do so! Depending on your goals for asset use, we’ll help you choose the right asset mix that will most efficiently/effectively accomplish those goals.
• Building your portfolio: Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, etc.) that will help get you to your financial objectives.
• Managing and monitoring the portfolio: Unless you have the time and patience to dedicate to portfolio management, it can’t be done effectively. We know you have other things to do – such as living your life, so we’ll watch over the portfolio for you.
• Measuring performance: We track the performance of your assets under our care, and constantly measure how they are performing against industry-recognized benchmarks.
• Managing risk: Our Asset Management strategy includes appropriate risk mitigation as part of this service.
• Reviewing, reporting, recommending changes and revisions to the strategy: Our Asset Management service is based on constant and open communication and collaboration with our clients. Through regularly scheduled reporting and conversations, we ensure that your asset management plans are continually reviewed, revised, and updated to meet your changing circumstances.

Our Investment Planning Process

• Create a point-in-time snapshot: We analyze where you are in terms of your current portfolio and analyze your risk tolerance preferences in detail. In some cases, we can provide immediately actionable steps that benefit you; like illustrating the level of risk your portfolio carries compared to your preferred risk level, 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.
   
• 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.

Contact us today to learn more about investment management.

^{Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.}