Portfolio Management

We work closely with each client to develop a comprehensive investment policy statement.  The policy statement acts as a blueprint in order to build and manage the portfolio.  It outlines the client's objectives, risk tolerance and financial situation, the asset allocation guidleines, diversification of each asset class, and the performance measurement process.  The client is assigned to a professional service team of a relationship manager, investment advisor, and a service assistant.  Each of our cleints' portfolios are also reviewed every quarter by our investment committee.  Client meetings are usually quarterly and review our outlook, the portfolio and its performance.  Other vital financial topics such as taxes, retirement and estate planning are also thoroughly discussed.