How We Work With You

Our relationship with you is an evolving cycle of these four primary components:

  • Consultation & Review: Examine current financial situation and determine needs and goals
  • Planning: Map out suggested changes and review together
  • Implementation: Execute desired strategy in a timely and cost-efficient manner
  • Monitoring: Sophisticated internal risk reporting & alert system, along with periodic portfolio rebalancing

How We Work With You

Client Reporting & Website Portal

We have invested in providing clients with a unique, comprehensive reporting service to supplement the standard statements provided by the account custodian. These client reports are available electronically through our secure client log-in.