Getting to know our clients’ objectives is the first step in building the right strategies.
What keeps you awake at night? Is there something you don’t want to invest in? When will you need to start taking distributions from your accounts?
What will your legacy be?
All of these answers play a role in defining the right portfolio for you. But the process doesn’t end with creating a portfolio. Whether managing shorter-term cash needs, or providing retirement income to stretch for a long period of time, we use a disciplined process to regularly monitor and re-balance your portfolio to maximize current market trends or navigate around stormy waters.
As a Registered Investment Advisor, we are held to the fiduciary standard of care. We always have the best interests of our clients at the epicenter of every recommendation and action. We don’t put products or commissions ahead of what’s right for our clients since we don't sell anything.
In addition, Colleen Gillespie is an Accredited Investment Fiduciary and prescribes to the four-step process of the Global Fiduciary Standards of Excellence and the Prudent Process for Investment Advisors. You can learn more HERE.
When you work with us, we will:
Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns.
Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the amount of risk needed for you to achieve your goals and remain confident.
Monitor and Analyze your Portfolio
We utilize analytic tools to regularly monitor the investments selected to ensure they are appropriate and are the best in their class.
Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.