Analysis of Client Profile & Existing Portfolio
Gaining insight into a client’s life and financial situation is at the core of our wealth management strategy. To develop an investor’s profile, we interpret, personally and mathematically, the client’s needs, obligations and desires. We also interview and collaborate with their existing advisors to ensure we have a big-picture view. We then review their existing investment strategy and test the viability of their plan through our proprietary cash flow trend analysis. We evaluate historical planning as well as current holdings, managers and structure.
“Today's financial marketplace is volatile and extremely complex. Our clients need both a customized plan and an advocate to represent them on Wall Street — someone who understands the realities of investing and puts their best interests first.”