Investment Management Process
We believe that successful investment management is a cyclical process undertaken to ensure that investment strategies are, and remain, consistent with our clients' personal goals and preferences.
Before any of our Investment Services are recommended, we analyze your needs and help you adopt a broad set of investment directives and parameters. Based on these guidelines, we will make recommendations on portfolio structure and the types of investment vehicles that should be selected.
The cycle continues as we monitor your portfolio and keep you informed of its activity. We will seek to establish a schedule of personal meetings at which we will discuss performance, evaluate money managers, and make any necessary adjustments to specific investments or to the overall strategy.
For more information about Private Client Investment Management, we invite you to contact:
Investment Management Consultant
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.