|
Client Process
Our Compass program is broader than single mandate asset management.
Needs Assessment - We recognize assets are often irreplaceable so we diligently seek to understand each client's needs, circumstances, risk tolerance, priorities, and goals.
Establishing and Confirming Goals – We review the expenditures required for the maintenance of a particular lifestyle, and then contrast the growth and preservation of capital necessary to adequately fund these objectives through a rigorous protocol. Philanthropy, intergenerational wealth transfers and, tax management are always considered.
Charting the Plan - This process includes developing a documented investment policy statement that outlines the client's goals, risk tolerance, various constraints, asset allocation, and performance benchmarks.
|
Implementation – A personalized Compass strategy often includes a proactive audit involving the review and establishment of trusts, incorporations or reorganizations. Your experienced wealth management professional can simplify the process so that your goals are clearly illuminated as weigh points to be accounted for during implementation.
Monitor and Review - Clear communication and straightforward informative reporting with regular personal reviews is an important element in earning and maintaining our clients trust.
Rebalance and Fine Tune - We are proactive in adjusting as fundamental circumstances change.
Product and Quality Control Process - We believe that identifying skill in money managers will result in superior long term investment returns with lower risk and volatility for clients over a full cycle. We continuously review and monitor all aspects of our portfolio managers’ performance and when warranted, do not hesitate to replace an underperforming manager. |
