Each of our clients will have their own investment strategy developed which will be documented in an Investment Policy Statement (IPS). The IPS discusses the particular objectives targeted, any constraints placed on the management of the funds, and any risk factors that we feel should be addressed.
When implementing our clients’ investment strategy, we believe in creating diversified portfolios of assets that are appropriately cost and tax efficient, and that will move our clients toward achieving their investment goals and objectives. Client portfolios can contain common stocks, mutual funds, exchange traded funds and individual bonds.
We will consider a client’s existing positions when constructing portfolios. As a result, one particular client’s portfolio may differ from another’s. What is consistent in dealing with our clients is our process for identifying risk tolerance, creating and documenting investment goals and objectives, and monitoring and evaluating results.