In a series of face-to-face meetings we seek to understand your investment goals, whether it is a comfortable retirement, a predictable stream of income, leaving a lasting legacy, or some combination of all of these.
Through a disciplined process, we help you identify your personal tolerance for asset price fluctuations. This is crucial, because to achieve long-term goals you must be able to ride out market fluctuations throughout your entire investment period.
The end result of this collaborative process is an Investment Policy that specifies a personal risk profile, and also provides a roadmap for implementing an investment strategy. Your Investment Policy takes into account your own facts and circumstances (e.g., unrealized gains of existing holdings), tax characteristics of your accounts (i.e., taxable accounts and/or tax-deferred retirement accounts), and investment preferences (e.g., socially responsible investing criteria).
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