We start with a series of conversations to determine with time and dollar specificity, and in priority, your personal goals, evaluate existing investment assets, determine your risk tolerance, develop a strategic asset allocation strategy, engineer and draft your investment policy statement.
This document serves as your blueprint reflecting your needs, risk profile, and how we will allocate your assets between various investment classes. From the IPS, we will develop an investment strategy for you and your family based on our careful review of available investment options, taxation, costs, risk and expected return.
We then implement your plan and coordinate with your CPAs, attorneys, and other advisors as appropriate. We continuously monitor your progress rebalancing of your investment strategy and recommend changes as needed.
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Helping reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.