Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
We begin this stage during our initial meeting where we get to know one
another. We focus on what your specific needs are and what you want your investment capital
to do for you.
The primary objective of this stage is to develop an effective,
long-term investment strategy that is custom tailored to the unique needs of each client. We
then develop a comprehensive plan that outlines the strategy we recommend for long-term
The primary objective of this phase is to successfully
implement your investment strategy. By means of constant communication and a highly skilled
staff, we strive to make this process quick and easy for you.
We monitor our clients' accounts on a regular basis to assess if they are still performing in a
way that meets their intention. When we discover that a client’s circumstances have changed
or that shifting global markets require a different investing approach, we are quick to make