Clients work with a financial planner to develop unique individual strategies based on each client’s specific needs. Investments are made in coordination with the investment philosophy and portfolios are tracked against a targeted return and corresponding allocation model. Portfolios are reviewed regularly to ensure consistency with the investment philosophy and the client’s Investment Policy Statement. Clients meet with their financial planner on at least an annual basis to review and update their financial plans and Investment Policy Statements. It is important for the planner and the client to raise any issues that may result in a change in the plan or investment philosophy moving forward.
Financial Planning Services
Cash Flow Analysis
Investment Management Services
Investment Policy Statement (IPS) development
Asset Allocation Analysis
Portfolio Design and Monitoring
Income and Distribution Planning