Working closely with our clients, either as individuals or plan participants, we begin our relationship by helping them define their investing goals and concerns.
Then, with an understanding of their particular circumstances, we seek to determine their risk comfort level by identifying their investment preferences, expectation of returns and time horizon.
We examine and determine answers to questions such as:
- What is the client's overall financial picture?
- What rate of return do you or the plan participants expect?
- How much risk are the clients willing to take to reach their goals?
- What is their time horizon?
Once we have the information needed, we are ready to move on to Step 2: creating an Investment Policy Statement. |
