Rather than starting with an investment idea, we start with the individual client.
We work with clients to help them create an investment strategy by asking simple questions that suggest thoughtful answers:
- What are your financial goals, both short- and long-term?
What is your tolerance for risk?
What has been your past experience with investing?
What are your current and future needs for investment income or growth of principal?
How long do you have to pursue your goal?
- What is your tax situation?