Investment Management Process
Investment Strategy
- Review and analyze your existing portfolio
- Complete Risk and Return Assessment
- Confirm your investment strategy
Investment Transition
- Establish custodial relationships and coordinate asset transfers
- Formulate a tax-efficient transition plan
- Document investment policy statement
- Design and implement portfolio
Investment Management
- Monitor and manage portfolios
- Systemically rebalance portfolio
- Proactively manage your tax liability
Investment Transition
- Review progress regularly
- Re-affirm the alignment of your portfolio with your plan
- Update portfolio and investment policy statement
- Align investments with your plan