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Sarasota, FL  |  Venice, FL  |  Tampa, FL  |  (800) 966-9587  |  Get Office Directions

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Our Process

 

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. Our relationship with you is built on trust, honesty, and integrity. We listen to you - your concerns, hopes, and dreams for the future. You are treated as an individual, not as a number. Your personal situation is reflected in your financial plan.

Phase II: Analysis

This process is designed to analyze your current investment plan and provide a detailed summary of your allocation, risk, costs, ratings, etc. using our own proprietary research.

Phase III: Strategy/Recommendation

We will design and build an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Phase IV: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase V: Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. On a frequency mutually elected by you and us (usually semi-annual or annual), you'll receive recurring portfolio and performance reviews. Our money managers will periodically adjust or re-balance your portfolio as market conditions change, or if any personal major life changes have occurred.