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Philosophy Services About Us |
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Asset Management |
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Initial Asset Allocation begins with the creation of an individual profile based on information from your Initial Financial Plan, an assessment of your emotional capacity to tolerate risk, your financial capacity to bear risk, and prevailing economic conditions. This profile will help us make recommendations and identify the asset allocation model that is most appropriate for your needs. Our asset allocation models – Maximum Capital Appreciation, Capital Appreciation With Income, Income, and Preservation of Capital – are guides for the composition and types of assets you should hold in your portfolio. We will then analyze your current investment assets and make recommendations regarding their retention or sale. Our recommendations for acquiring new investment assets or repositioning your portfolio will follow your asset allocation model. Ongoing Investment Management and Monitoring Ongoing Investment Management and Monitoring services are available if you would like us to manage your investments after the initial allocation is made. We will evaluate your progress and report your results quarterly. After a thorough review, existing recommendations will be maintained, modified, discontinued, or new recommendations may be developed. Any recommended changes will be implemented with your approval. |
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