Process Matters

The Envision® planning process

Process

Before we implement your plan, we’ll ask a lot of questions and listen carefully to your answers. We need to understand your financial background, your investment knowledge, your risk tolerance and your concerns when it comes to investing. Only then we can select investments that align with your risk profile and long-term goals.

The cornerstones of our investment process are disciplined risk management, tactical flexibility, and investment strategies designed to help mitigate risk. You’ll find that, when it comes to investing, we are focused and act in decisive and measured ways, with the goal of increasing the probability for favorable outcomes.

And, you’ll always know how you’re doing. We regularly meet with clients to review their goals and progress. However, between meetings, you can log in to your personal site and track your progress at any time.