Our process is easy to understand and implement while providing a clear path to a customized investment plan. We help take the uncertainty out of investing while helping you plan for the future.
1) Create a Profile – Fill-out a simple yet comprehensive questionnaire that allows us to develop a portfolio for you that takes into account your stage in life and personal financial goals, and balances your tolerance for risk with your expectations for return.
2) Invest – Open an account on-line, fund your account and let us do the rest. We’ll rebalance, automatically reinvest your dividends and manage your portfolio in a tax-efficient manner. We can even help you automate deposits.
3) Monitor and Adjust – You’ll have 24/7 access to your account(s) so that you can monitor your progress and, if anything in your life changes, make the necessary adjustments.