We understand that each client is unique and as a firm we are positioned to serve each client on an individual basis. Our process always starts with meeting you and getting to know you on a personal level. We want to know who you are, what your passions are, and what you want to see from your investment manager. We’ll talk about your short and long-term goals, your tax situation, and what types of accounts you have. We also learn about the assets you own that may not be in your portfolio- real estate, car or art collections, or incentive stock options to name a few. We’ll even ask if there are types of assets we should not buy for your account.
Next, we’ll assess your level of risk tolerance. Your risk tolerance is deeply personal and unique to you. Some of our clients are focused on growing their wealth and some clients are focused on keeping their wealth. We use an investment profile questionnaire to look at how you might react to volatility in the future, but also ask questions about how you handled volatility in the past. Your risk tolerance will change over time and we can make adjustments as these changes occur.