INVESTMENT PROCESS

Our process
begins with knowledge, relationships,
and trust

 
1 CA Step Discovery compressed
 

Step 1. Discovery

It is imperative that we understand your goals, objectives, and risk tolerance. Start with our quick, no obligation, free portfolio risk assessment. This is a quick and easy way for us to understand your risk tolerance. After this we'll meet in person to discuss your goals and objectives. This process can be quick in some cases and can be very in depth for those with a more complex financial position.

Step 2. Investment Plan

We will present you with a customized portfolio that is built to fit you. As a result of our risk assessment and one on one meeting(s), we are able to build a plan to achieve your goals. Consider it a map guiding you to prosperity.

2 CA Investement Plan compressed
3 CA Plan Implementation compressed
 

Step 3. Plan Implementation

After your plan is designed and agreed upon, sit back as we implement. Don't worry, we will provide plenty of communication along the way.

Step 4. Manage Portfolio

We will actively manage your portfolio. It is imperative that your investment portfolio continues to meet your goals and objectives as internal and external factors change. Communication is key here and we'll reach out as needed.

4 CA Manage Portfolio compressed
 
5 CA Regular Meetings 2 compressed
 

Step 5. Regular Meetings

It is important that you stay informed about your investment performance. You can expect frequent updates (when needed) and plenty of interaction before it is time to make adjustments, not after.