Personalized Strategy for the Long-term
Your Personal Chief Investment Officer
​
We are here to simplify your life and help you achieve your financial goals as your personal CIO. Our team is committed to managing your financial trajectory and developing customized strategies that align with your needs and aspirations. Let us be your partner in navigating the world of finance.
Purpose
Planning
Growth
Protection
Understanding your needs is at the core of our approach. We consider all the variables in your short and long-term goals to help piece together your complete financial picture.
Step 1: Discovery Session
Understand your risk tolerance, unique goals and objectives. How do you want to live?
​
Step 2. Gather Data
Comprehensive data collection and analysis to create a holistic picture of your wealth.
Step 3: Analysis, Insights and Plan
Analyze your current situation and develop comprehensive solutions.
-
Comprehensive Investment Planning
-
Retirement Planning
-
Liability Management
-
Insurance Reviews
-
Education Planning
-
Business Succession
-
Charitable Giving
-
Family Dynamics
-
Estate Planning Strategies
​
Step 4: Review Strategic Alternatives & Decide
Discuss recommended strategies & agree on forward plan.
-
Analyze Current Investment Portfolio
-
Develop Asset Allocation Strategy
-
Portfolio Construction
-
Choose Investment Strategy
Step 5: Execute & Assess
Put the plan in motion, set up review process and
-
Open New Accounts
-
Transfer Existing Assets
-
Conduct Trades
-
Setup of Online Account Access (and Review Online Resources)
-
Develop Schedule for Future Review Meeting
-
Schedule Wealth Management Plan Meeting​
​