Advisory Process
Central to our process is an intimate understanding of each client. Before a client hires us to manage their investment portfolio, we develop a deep understanding of his or her unique goals, aspirations, objectives, personal circumstances and values. This can happen in a variety of settings over time, through formal and informal discussions and meetings. We help the client define his or her long-term investment road map and risk sensitivity.
Ongoing monitoring and communication ensures our clients understand the progress made relative to their long-term goals. Our clients help determine when and how we provide updates on their investment portfolios. Clients have preferences in their level of involvement in managing their portfolios, and our personalized approach adapts to each client's preferences. All of this is done to reinforce a commitment to frequent and fluid dialogue.
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