1. Investment Model
After you enter our advisory program, you and your Financial Advisor will work together to determine your profile of investor
2. Asset Allocation
That profile is used to select an appropriate asset allocation model that best suits your investment goals, the amount of time you have to invest, and how much risk you're willing to take.
3. Investment Selection
Your investment portfolio is built around your chosen asset allocation model.
4. Portfolio Monitoring
Your Financial Advisor monitors your portfolio's performance.
When your portfolio isn't quite working the way it should, the portfolio manager will rebalance it based on the recommended asset allocation. However, if your situation has changed, you and your Financial Advisor may need to re-address your investment profile and asset allocation. .