Our Process

Investing is an ongoing endeavor that must continuously align with your personal values, risk tolerance, and financial goals. Although there is no single silver bullet for successful investing, there is a time-tested investment process we adhere by.

First, we listen well so we can “step into your shoes” to fully understand your values, concerns, and dreams. We consider this step to be the key to sustainable investing and long-term relationships.

Second, we translate what you share with us into a clear road map so that you know where you are going and what you’ll need to do.

Third, to ensure that your plan is on track, we regularly monitor your portfolio, identify potential gaps, and make adjustments as needed.

Overarching this three-step process is our commitment to communicate with you when important issues come up that might affect you, your family, or your portfolio. We believe this type of personal attention is one of the keys to our client satisfaction.