- Detailed Risk Tolerance Analysis - uncovering individual's risk profile, investment time horizon, familiarity with investments
- Asset Allocation Determination based on risk tolerance, investment time horizon and financial goals, we create an asset allocation recommendation that answers the question, "what percentage of assets should be invested in cash, stocks, fixed income?"
- Select and implement Appropriate Investments
- Account Monitoring and Quarterly Performance Reporting
- Quarterly performance reports illustrating asset allocation, account performance, benchmark comparisons, etc.
- Regular monitoring of investments held, maintaining recommended lists, periodically updating and reviewing recommendations.