Our Client Approach

We Deliver What Our Clients Need Most Today.

Advice. Beyond Investing.
The clients we serve

 

video-bgFrom California to New York, our team works with a range of clients from all walks of life. We tailor our wealth management expertise and solutions to their unique situations and circumstances.

  • Individuals
  • Multigenerational families
  • Business owners
  • Charitable foundations
As our client, here’s what you can expect from our relationship

 

Step 1 – Discovery Process

  • Learn about you, your vision, your values and what’s important to you
  • Understand any special concerns/challenges
  • Uncover, through our interview, how we can add value

 

Step 2 – Develop Investment Strategy

  • Determine risk tolerance
  • Gather data, documents and statements for analysis
  • Perform sophisticated analysis of all information to determine recommended asset allocation

 

Step 3 – Investment Strategy Meeting

  • Presentation of analysis and recommendations
  • Follow-up with the presentation of written road map that we update annually
  • Use road map to monitor progress

 

Step 4 – Implementation of Investment Strategy

  • Fine-tune our recommendations
  • Execute agreed-upon strategy

 

Step 5 – Ongoing Monitoring & Review

  • Maintain regular contact – you determine how often we meet
  • Annual, semiannual or monthly performance and investment reviews at your preference
  • Keeping up to date on life changes, needs and objectives