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The Investing Consulting Process

As your investment partner, we are committed to helping you accomplish your individual financial goals and objectives. After developing a thorough understanding of your risk tolerance and short- and long-term goals, we will work together to create a customized investment portfolio designed for you. In order to accomplish this, we will take you through the investment consulting process, which is designed to help us determine how to best address your financial goals and dreams.


  • Quarterly performance reports
  • Ongoing due diligence of investment managers
  • Periodic reviews
  • Investment newsletters
  • Tax harvesting
  • Portfolio rebalancing


  • What are your hopes and dreams?
  • Do you have a high or low tolerance for risk?
  • Do you have any specific tax considerations?
  • What is your investment objective?
  • What is your time horizon?


  • Account opening paperwork
  • Funding


  • Investment portfolio recommendations
  • Customized asset allocation strategies
  • Wealth management services
  • Diversification