Creating Your Portfolio

Creating Your Portfolio

Creating Your Portfolio

Our investment process begins with a detailed understanding and analysis of your specific situation and investment needs.

Understanding You

  • Investment Goals
  • Risk tolerance
  • Time horizon
  • Return requirements
  • Liquidity and income needs
  • Unique circumstances
  • Tax and Legal considerations

Customized Plan

  • Detailed client interview
  • Determine the appropriate asset allocation
  • Implement the investment strategy
  • Monitor investments and perform periodic reviews
  • Liquidity Complement with other products and services as appropriate
  • United States Equities
Right Arrow

Down Arrow

Determine Appropriate
Asset Allocation Structure

  • % Equity
  • % Fixed Income
  • % International
  • % Real Estate

Implement Top-Down Investment Strategy

  • General Economic Analysis
  •  Market Analysis
  • Sector Analysis 

Down Arrow

Portfolio Construction

Down Arrow

Security Selection Process

Learn More

38 Resnik Road, Plymouth, MA 02360   |   508-747-6596

Disclaimer Notice    Privacy Policy

Investment products provided:

  Are Not Bank Guaranteed     Are Not FDIC or DIF Insured     May Lose Value