18275 North 59th Avenue
We begin this stage during our initial meeting where we get to know one
another. We focus on what your specific needs are and what you want your
investment capital to do for you.
The primary objective of this stage is to develop an effective, long-term
investment strategy that is custom tailored to the unique needs of each
client. We then develop a comprehensive plan that outlines the strategy we
recommend for long-term success.
The primary objective of this phase is to successfully implement your
investment strategy. By means of constant communication and a highly
skilled staff, we strive to make this process quick and easy for you.
We monitor our client’s accounts on a regular basis to ensure they are still
performing in a way that meets their intention. When we discover that a
client’s circumstances have changed, or that shifting global markets require
a different investing approach, we are quick to make adjustments.