Client Consultation

We work closely with the client to help clarify investment goals, priorities, time horizon, and risk tolerance. Most importantly, we get to know our clients — what is their goal and how can we help them get there? We supplement our subjective understanding of the client with objective measurements of risk tolerance based on detailed questionnaires that help clarify the client’s attitudes and assumptions. We continually review activity in the client’s account to insure that our investment strategy and trading activity remain aligned with the client’s investment objectives and risk tolerance.