Each client has unique needs and objectives. The initial meetings with new clients always include an evaluation of their requirements for income, growth, liquidity, and preservation of capital and a ranking of these objectives in the order of client importance.
We analyze client risk tolerance, time horizon, tax constraints and other relevant considerations to determine the best asset allocation to achieve these carefully considered objectives. Working with our client, we prepare a written investment policy statement which serves a vital role in that it establishes the framework within which we implement and fulfill the client's investment objectives, which includes developing the appropriate asset allocation.
