Investment Planning

The Internet, E-Commerce, Global Trade, and the “Gig” Economy have all impacted the way we must now look at investing. No longer will a popular company with a recognized brand insure a stable, long term investment. Consider the likes of Kodak, Blockbuster Video, Sears, the list goes on and keeps growing with one-time corporate titans whose inability to change and adapt to a new world caused their demise, as well as huge losses to the investors who didn’t get out in time.

Through an intense, yet structured, “Getting to Know You” process, we’ll understand what your financial goals are, and we’ll help you prioritize some of the most pressing short, medium and long-term financial objectives you’d like to accomplish. We’ll monitor and review your investments, plans and strategies in light of changing investment climates. Our process is an ongoing partnership. Throughout our relationship with you, we’ll keep you informed, and communicate constantly with you about proposed changes and potential risks or opportunities for your investments. We track the performance of your assets under our care, and constantly measure how they are performing against industry recognized benchmarks. Our Asset Management strategy includes appropriate risk mitigation as an integral part of this service. Where there are new risks to the portfolio, we’ll consult with you and propose timely and appropriate actions to manage and mitigate them.