A primary component of your plan is the establishment of clear guidelines of how your investments are to be managed and an asset allocation appropriate for achieving your unique goals. Each investment that is used has a specific purpose and fills a need within your plan.
When implementing and managing your investments, we take care to ensure that each investment you own is held in the most advantageous account. For instance, it is more efficient for some investments to be held in an IRA or 401k account while others are better held in a regular or Roth IRA account.
Your investments are consistently monitored on a daily basis so they can be evaluated and rebalanced as needed. This keeps your investment portfolio in line with your plan and on target to meet your goals.
We keep you informed through regular communications, quarterly reporting and annual face-to-face reviews so that you know how you are progressing with your plan.