Meet with all clients to better understand their current financial situation, their return expectations and risk tolerance and their financial and retirement objectives.
Develop an optimal financial plan to meet the client’s objectives. There is no cost for our initial meeting. Select investments which maximize return while minimizing risks and costs.
Invest our clients’ assets in a diversified portfolio of stocks, bonds, low cost funds and other suitable investments from our own independent research.
Manage and monitor all investments in the portfolios of our clients on a daily basis. Ongoing maintenance is an essential part of our investment process.