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The Investment Consulting Process
The investment consulting process provides the framework for our Wealth Builder Program. The process is composed of the four steps listed below, which will coordinate the complex strategies for your investment assets; thereby maximizing returns, minimizing taxes and preserving wealth for your retirement and heirs.
The Investment Selection Process
Our role is to assist you in selecting appropriate investments to meet your goals and objectives. Although we do all of the due diligence, monitoring, and recommendations for you, we leave the final decision up to you so that you are always involved and maintain ultimate control over your investments. This non-discretionary consulting approach allows us to take the worry and guesswork out of investing by providing you with the knowledge, expertise and comfort you need to implement a sophisticated investment strategy.
The Investment Management Process
Once you have your investment portfolio built according to your asset allocation models, the ongoing investment management process begins. This is a very critical process to ensure long-term performance and is where most individual investors begin to lose focus and often shift to a passive and inactive role in monitoring their investments. It is amazing that investors will work so hard to accumulate their wealth, yet they will fall asleep at the wheel and make their biggest mistakes during this process.
Relationships Based on Trust
There are four client relationship cornerstones in our Wealth Builder Program. These cornerstones are built on trust and always maintaining the client’s financial interest first. The four client relationship cornerstones are; personalized services and advice, understanding that your time is very valuable, fee-based compensation for investment services and lastly, using an independent discount brokerage firm to have custody of your investment assets and execute trades on your behalf.
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