What Is Our Portfolio Management Process?

Our relationship begins with an intro phone call. Once we’ve talked and agree that working with one another is in each other’s best interest, we take over. The process of Portfolio Management consists of two aspects: an initial expectations meeting and the management of your portfolio. This one-on-one meeting is used to determine your goals, set expectations, and start building your accounts. The actual Portfolio Management happens behind the scenes once we’ve taken control. You can rest assured that we are building and managing your accounts according to the goals established in your initial meeting. We take our fiduciary obligation to our clients very seriously and we are always working with their best interests in mind.