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Investment Planning

Our approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are:

  • Asset allocation provides the foundation to managing portfolio risk and return potential;
  • Tax efficiency and asset location are critical;
  • Portfolio expenses must be scrutinized;
  • No single money management firm can be all things to all people; and
  • Our most important role is to be an objective advocate. Our goal is to control costs, be tax efficient and manage risk. This provides the most effective way of helping toward achieving your goals.

We leverage the power of technology to drive our disciplined five-step investment process:

Investment Planning

Step 1 - Advice and planning

Step 2 - Portfolio modeling, analysis and design

Step 3 - Investment policy statement (IPS) development planning


Implementation takes the IPS one step further by clearly defining the specific investments to be included in the portfolio and proposing how, when and where they should be incorporated. Our investment management platform offers:

Step 4 - Implementation, manager search and selection

Step 5 - Ongoing reviews, due diligence and reporting*

*Available through our investment advisory programs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 856.488.2851