Investment Process

Our initial meeting is 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. 

We develop an effective short-term, intermediate and long-term investment strategy that is custom- tailored to your unique needs. We then develop a plan that outlines the strategy we recommend.   

The primary objective of this phase is to successfully implement your investment strategy. By maintaining constant communication. We strive to make this process quick and easy for you. 

We monitor our client's accounts on a regular basis to ensure they are still performing  in accordance with their long-term objectives.  We understand that client's circumstances change over time, or that shifting markets require a different investing approach.