FINANCIAL STRATEGIES
Goals that have been mutually established provide our clients with the satisfaction of knowing that their money is working hard for them. This analytically-driven approach draws information from a vast array of professionals in a number of relevant fields.
Once your plan is agreed upon, we work with your investment manager to provide you with a series of different investment vehicles which have been evaluated and recommended based on your needs. Specific target expectations are established for each segment of your portfolio, thus insuring that measurement criteria are built into the plan. Finally, each alternative is scrutinized for "net return" after-tax considerations.
We then provide regular monitoring of your portfolio’s performance and each segment’s performance against its benchmark, so that our clients can easily see and understand how their investments are performing.