Our Process

Just as we follow a disciplined process when it comes to selecting investments, we also follow a set process when it comes to client relationships. From the first meeting to the ongoing management of your investments we strive to earn your trust and meet your expectations.

Initial Meeting

During our initial meeting we discuss motivations, investing history, general views on the markets and the general affairs of the client. We also discuss our process and discuss the nature of the firm and how we approach managing client wealth. Should we mutually decide to proceed we begin the next steps.

Detailed Client Review

During the detailed client review we take a look at current investments, assets, liabilities, insurance, business structures, legal and regulatory requirements, client risk tolerance and investment returns desired, family structure and any estate and succession issues that we need to address as part of the investment process. This can take a couple of meetings and the information collected forms the foundation for the development of the Portfolio Investment Policy and Wealth Management Report.

Report and Implementation Plan

Once we have finished our detailed reviews, we produce a Portfolio Investment Policy and Wealth Management Report and an implementation plan that we use as a guide to perform our work. We meet with the client and go over the report in detail to ensure there are no errors or misunderstandings. Once complete, we begin the implementation process.

Implementation

During this stage all necessary forms are completed, accounts are set up and we report regularly on the status of the implementation. We coordinate with other professional advisors of the client and if required and if approved we engage other professionals on behalf of the client.

Quarterly Reporting and Review

As the implementation process continues, we will move into regular quarterly reporting and information updates. We strive to keep our reporting clear, concise and free of jargon.

Annual Reporting and Detailed Review

Annually we meet with the client and review the previous year and plan for the upcoming year. We review the Portfolio Investment Policy and Wealth Management Report and make any changes that are required and then begin the implementation process once again.

Continuous Monitoring

We continuously monitor your progress against plan and communicate regularly and as required in order to ensure that we are always moving in the direction we have agreed on.