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for Investors

Guide to our Process


Review

And Adjust The Portfolio Strategically

As the economy and/or financial situations change, portfolios are adjusted to ensure that at all times our household's investments and goals are inline during our proactive review process.

Research

The Current Market and Available Investments

We use technology and expertise to filter more than 40,000 investment offerings at Cetera. A list of custom investments is built on the criteria of highest importance to our client such as performance, fees, risk/reward and consistency. Additionally, passive and active investments from leading market sectors are included.

Personalize

The Household's Portfolio To Their Specification and Risk Tolerance

Using market analysis and the approrpriate risk we use our filtered investment list to create a personalized portfolio for each household by using assest allocation to control risk.

Analyze

Household Financial Objectives and Goals

During our discovery session and client review process, we have integrated risk software that helps our households understand their true "Risk Number".

Research

The Current Market and Available Investments

We use technology and expertise to filter more than 40,000 investment offerings at Cetera. A list of custom investments is built on the criteria of highest importance to our client such as performance, fees, risk/reward and consistency. Additionally, passive and active investments from leading market sectors are included.

Analyze

Household Financial Objectives and Goals

During our discovery session and client review process, we have integrated risk software that helps our households understand their true "Risk Number".

Personalize

The Household's Portfolio To Their Specification and Risk Tolerance

Using market analysis and the approrpriate risk we use our filtered investment list to create a personalized portfolio for each household by using assest allocation to control risk.

Review

And Adjust The Portfolio Strategically

As the economy and/or financial situations change, portfolios are adjusted to ensure that at all times our household's investments and goals are inline during our proactive review process.

Interested in learning more about our upcoming events?

Staff