• Through personal consultations with you, we will develop a personal profile of your individual investment needs and objectives, time horizon, and attitude toward investing If needed, we will also conclude full financial plan, including retirement analysis and estate planning.
• We will develop a personalized asset allocation policy based on the needs and objectives identified in your personal profile. This policy will be designed to manage your investment returns, relative to your risk tolerance, through careful, diversified allocation of your investments Note- Investors need to be aware that no investment plan/asset allocation can eliminate the risk of fluctuating prices and uncertain returns.
• Your asset allocation policy will be implemented by investing in a well diversified portfolio that spans multiple asset classes and investment styles
• Your investment portfolio will be carefully monitored on an ongoing basis to help ensure that it remains consistent with your agreed-upon asset allocation policy lithe relative value of investments in your portfolio changes enough to become inconsistent with this policy, we will reallocate funds within your portfolio as needed
• We will communicate with you on a regular basis and provide a comprehensive reporting package, such as account level performance reports and statements providing details of your account- including total asset value and a record of all transactions that occurred during the reporting period.