In order to best meet your needs, it is extremely important for us to know you well. We have found that this is best accomplished through personal meetings or phone conversations. We begin by listening very carefully to you: What are your priorities and concerns? What are your future spending needs? Where do your see yourself in five, ten, or twenty years? Since every client is unique, we also try to take inventory of your real assets, financial assets, liquid assets, liabilities, unrealized gains & losses, investment concentrations, and cash flows. Our aim is to design an optimal strategy for growing and protecting your assets that is tailored to your specific goals and aspirations.
At this stage we also like to teach you about the historical risks and returns associated with long-term investing. Our goal is two-fold. First, we wish to educate you, because we find that well-educated clients tend to be happier clients. Second, we try to understand your personal risk tolerances and return expectations.