After completing a thorough review and analysis of your existing portfolio, we will develop a personalized investment policy statement that will include a strategic asset allocation model, and recommendations for a revised asset mix, and implementation of specific investment strategies.
The Investment Policy Statement is the most critical component of any successful investment program. This statement will clearly identify your investment objectives, the time frame available to achieve the objectives, your overall risk tolerance, and future expectations with respect to rates of return. This statement will also identify liquidity requirements, income tax considerations, as well as other factors including risk management and estate considerations. The Investment Policy Statement will establish the framework for your personal investment plan, including the design of a strategic asset allocation model, establishment of benchmarks, and the process for periodic re-balancing.