Initial Discovery Meeting

We begin by getting to know you and the board members so we can have a thorough understanding of your mission. We need to know how you feel about risk, the time frame we have to work with and any other unique circumstances. You need to know how we operate as a team to see if we will be a good fit for meeting your objective.

Information Gathering

To help us better understand the details of your financial situation, please provide on the following:

• Investment Account Statement
• Investment Policy Statement
• Spending Policy
• Board and committee members
• Tax Status
• Identify any social/ethical concerns

Plan Design

We'll conduct an extensive review of your current portfolio, analyze your portfolio and prepare customized recommendations designed for your specific goals and objectives. 

Implementation

• Account transfer
• Cost basis and capital gains assessment
• Review investments held away
• Sell investments and invest in customized portfolio

Monitor & Evaluate Portfolio

• Regularly monitor, evaluate, and update your portfolio to make sure we are on track in meeting your needs
• We will set up a consistent and systematic plan of communication of personal meetings, phone conversations, or email updates
• It's important we remain current on changes in your organization along with changes in the economic environment that can affect your portfolio