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 each portfolio. It outlines the client’s objectives, risk tolerance and financial situation, the asset allocation guidelines, diversification of each asset class, and the performance measurement process. Each client is assigned to a professional service team of a relationship manager, investment advisor, and a service assistant. Each of our clients’ portfolios is reviewed by our investment committee. Client meetings are used to review portfolios, client goals and objectives and to discuss our market outlook. Other vital financial topics such as taxes, retirement and estate planning are also discussed.