The process begins by working with our clients to understand their financial background. We determine the client’s risk tolerance, time horizon, tax considerations, and financial goals to develop and recommend a detailed investment strategy.
Since we are an independent advisor we are able to use a wide variety of financial instruments to execute the plan. We have the ability to offer investments in all asset classes including: marketable securities, fixed income securities, real estate, commodities, private placements and much more. We are not required to hold securities at any single institution; this gives us the ability to search for the best possible investments and returns across the entire spectrum while cutting out the middle man. Our clients will have the first right of refusal on many real estate and business opportunities as they become available in this ever changing economy.