Goals Assessment

Helping Clients Manage Goals

We begin each client relationship with an understanding of their needs and wants, investment objectives, risk tolerance, and liquidity needs. At the client account level, an appropriate quantitative model is allocated for the desired level of account risk profile. Collectively for all accounts in a client grouping, this results in a personalized portfolio management.

Once we have your goals, purpose, and Risk Indicator, we are ready for model assignment and portfolio management.