Planning Process: Personalized
After meeting with clients and learning about their cash needs, financial goals, retirement plans as well as their risk tolerance and preferences, we develop a personalized financial and investment plan that we review and refine with clients. Once the plan is approved, we move forward with execution.
Sometimes clients will give us a set amount of capital to invest (e.g. $2M). In that case we employ a streamlined process to produce a pro-forma investment plan with asset allocation, target returns and risks.
personalized investment plans
We recognize that each client has different investment goals, cash needs and risk tolerance.
Our process begins by learning about our client's goals and needs. We then typically will develop a financial/investment plan with strategies tailored for our client. These are reviewed with the client and may be revised based on client feedback.
Once the plan has been finalized we begin the implementation. We then monitor the securities within the portfolio and make adjustments as needed to optimize returns.
Built on proven smart value investment philosophy
Actively managed to preserve capital and optimize returns
Manage clients' money the same as we do our own