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Individually
Tailored Portfolios
Every
portfolio is unique and is developed around the objectives
of each client. An initial discussion to determine investment
objectives, along with appropriate follow-up, is a core
part of our investment process. Important factors that
we review with clients in setting investment objectives
are as follows:
- Income and liquidity requirements
- Performance goals
- Risk tolerance
- Budgetary concerns
- Personal preferences and constraints
From this information, our portfolio
managers develop a specific investment program to fit
the profile of the client. For the most part, we use
individual stocks and bonds to build the portfolios.
We also have the flexibility to work out customized
solutions for many special needs and requests.
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