In order to develop the appropriate portfolio strategy, our portfolio management process entails a series of steps:
- We initiate a comprehensive discussion to fully understand each client’s circumstances, overall priorities, level of investment knowledge, time horizon, tax situation, attitude toward risk, return objectives and any other special considerations.
- We review the suitability of different asset classes, define realistic outcomes and recommend potential asset mix combinations.
- Through this process, we take into account a client’s overall assets, including all liquid investments and any other assets, as well as income requirements said otherwise: we consider the big picture.
- We then jointly set strategic goals and investment objectives in an agreed upon investment policy, which determines the mandate under which a given client’s portfolio will be managed.
In summary, the initial steps in the portfolio management process allow us to set a strategic asset allocation, which may change from time to time as necessary, so as to ensure that your overall investment objectives are met and that risk is mitigated.