5 Step Investment Process

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Investment success hinges upon the quality of your decision making process

      Investment solutions are delivered through a 5 step Capital Management Process

Step 1        Research and analyze the current situation

We review the client’s current investment activity.  We take a close look at the current investment policy, expense structure, fee structure, product vendors, and a conduct risk assessment exercise.

Step 2        Asset allocation and portfolio design

In this stage we communicate our findings from the research phase.  We also give our recommendations on any changes to the portfolio or asset allocation guideline.  

Step 3        Formalize strategy

We review the implementation, on-going management, and monitoring processes we have established for your portfolio.

Step 4        Invest capital

We execute capital placement activity.

Step 5        Independent measurement

We use third party reporting tools to assess the effectiveness of our strategy.