Once the plan has been presented and accepted the next step is portfolio construction. Much like building a house, it is only after thoughtful planning that the building process can begin. Our goal with the portfolio design is to incorporate your unique, individual goals and objectives, including target rates of return and an acceptable level of risk.
This process will include an allocation of available investment vehicles which we believe is the most appropriate to achieve your specific goals. We will provide you with a written investment policy statement, which describes the portfolio’s objectives, the strategy to accomplish them and specific milestones along the way.