Great relationships are formed by taking time to get to know each other. That’s exactly how we start our investment management process with you.
We want to:
- Learn about who you are
- Discover your goals
- Understand your risk tolerance
As Stephen says, “We know our clients are unique and canned plans just don’t fit.” So once we have gotten to know each other, we begin building a customized portfolio.
Our managed portfolios typically include:
- Mutual Funds
- Individual Stocks and Bonds
After we have built your portfolio, we continue to monitor your investments. We meet regularly to take a hard look at market trends and the global economy. We manage portfolios as a team in order to make the best possible decisions with our client’s investments.
As the years go by and circumstances change, we will continue to meet with you to update your goals and make changes to your portfolio. Our goal is to not only have you as a client, but also as a friend.
If you’d like to learn more about our investment management process or our other services, please give us a call at 303.639.5100.