Discovery Process

Developing effective long-term relationships begins by really getting to know each other. We’ll take the necessary time to ensure that our relationship starts off on the right foot, including having you meet as many of our team members as possible.

For non-profits and other institutional clients, we’ll also review fiduciary issues to help you ensure that the plan and plan assets are being managed in accordance with all applicable regulations.

Every client is taken through our discovery process:

  • Assess your current investments and asset allocation.
  • Define your investment goals, liquidity, tax needs and risk tolerance.
  • Create customized transition, asset allocation and investment plans and execute investment strategy.
  • Review your portfolio with you on a regular basis and make adjustments as necessary if your goals change over time.

We’ll always keep you fully informed and be available to you.