Our Investment Process in Six Simple Steps:
Stating in a written investment policy the attitudes, expectations, objectives, and guidelines concerning the investment of assets. This is provided so that we can work together to monitor the expectations and results of the account. This is especially important for accounts where you have fiduciary responsibilities relating to the portfolio.
Complying with all fiduciary, prudence and due diligence requirements that experienced investment professionals would utilize,
and with all applicable laws, rules and regulations from various local, state, federal and international political entities that may impact the assets.
and with all applicable laws, rules and regulations from various local, state, federal and international political entities that may impact the assets.
Setting forth an investment structure for managing assets. This structure includes determining the appropriate asset class selection, investment management styles, asset allocation and acceptable ranges that, in total, are expected to produce a sufficient level of overall diversification and to maximize total long-term rate of return with the lowest possible risk.
Providing guidelines for each investment portfolio that control the level of overall risk and liquidity assumed in that portfolio so that
your aggregate assets are managed in accordance with the stated objectives.
your aggregate assets are managed in accordance with the stated objectives.
Establishing and reviewing formalized criteria to monitor, evaluate, and compare the performance results achieved by professional money managers and mutual funds on a regular basis to create the investment portfolio that reflects your goals.
Providing detailed quarterly performance reports to keep you informed of the status and performance of the account.
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