Each of our clients have their own unique goals, fears and needs -
therefore, a one-size fits all solution is not appropriate. We spend a
great deal of time getting to know our clients, in addition to good
old-fashioned conversation, we use a variety of tools to help
establish an Investment Policy Statement. This policy statement
acts as both a map and a rule book. Without a map, how do we know
where we are going, and without investment parameters, how do we know
what strategies we can use to help reach our goals. One of the tools
we employ is a completely confidential questionnaire that helps
distill otherwise subjective data into a more objective, useable form.
The output of this questionnaire, combined with information gleaned
from conversations, forms the foundation required to formulate and
implement financial strategies that are appropriate for you and your family.