Our Process


  • Understand and analyze current situation
  • Design optimal strategy
  • Formalize Investment Policy Statement
  • Implement policy
  • Monitor and supervise

The result of this process is an individually tailored, all weather investment strategy that satisfies two important considerations:

  • Investment Issues – The strategy should make good investment sense given your:
    • Assets
    • Cash Flows
    • Investment Time Horizon
    • Financial Goals
  • Behavioral Issues (Risk Tolerance) – The strategy's pattern of returns will not cause you to abandon the strategy during the widely varying market environments, both good and bad, that you will experience during your investment time horizon.