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Our Process

How Do We Work For You?

As part of our effort to ensure that we understand our clients’ tailored financial needs and can assist them in creating a pathway to help reach their goals, we follow a disciplined four-step process:

Phase I: Discovery
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you. 

Phase II: Strategy
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the specific needs of each client. We then develop a comprehensive proposal that outlines the strategy recommended for long-term goals. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

Phase III: Implementation
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring & Adjusting
We monitor our clients’ accounts on a regular basis to ensure it is still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.


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