The first step in our wealth management process is to get to know you, your family and to learn what your priorities are in your life, not just with respect to investing. Once we both feel comfortable and sense a
good fit for both the advisor and the client, we will produce your own customized Investment Policy Statement (IPS) and if necessary, your Financial Plan.
Your Investment Policy Statement will clearly define your objectives and constraints over a relevant, explicitly stated, time horizon. Your IPS is the foundation for managing your investments and serves as a structured decision-making process for us to make most or all of your investment decisions. This helps to balance return-seeking and risk-taking, increasing the probability of success in achieving your long-term investment goals.
A properly constructed Investment Policy Statement provides support for us to follow a well-conceived, long-term investment discipline, rather than one that is based on ad hoc revisions spawned by the overconfidence or panic in reaction to short-term market fluctuations.
Once we have your Investment Policy Statement and Financial Plan in place, we will review our progress on a regular basis dictated by your desired frequency. On-going communication and your degree of involvement in the management of your wealth will be entirely on your terms. My vast experience and training over the years in the Financial Markets is extensive and is the key reason why I will be a valuable asset for
helping to build and manage your portfolio for long-term success.
