Our Process

Investing is an ongoing endeavor that must continuously align with our clients' personal values, risk tolerance, and financial goals.

Although there is no single silver bullet for successful investing, there is a reliable investment process we adhere to:

  • First, we listen well so we can step into our clients' shoes to fully understand their values, concerns, and aspirations. We consider this step the key to sustainable investing and long-term relationships.
  • Second, we translate what our clients share with us into a clear road map so they know where they are going and what they will need to do to get from point A to point B.
  • Third, to help ensure that our client's plan is on track, we regularly monitor their portfolio, identify potential gaps and opportunities, and make appropriate adjustments as needed.

Overarching this 3-step process is our commitment to communicate with our clients when important issues come up that might affect them, their family, or their portfolio. We believe this type of personal attention is the reason why most of our clients have been with us for years and often decades.