Tuesday, March 22, 2011

Thursday, October 16, 2008


Step One is the Investment Consulting Process...
This is where we sit down you talk we listen. We establish goals and objectives risk parameters and define your "it". We collect information and establish the investment policy including the investment vehicles, tactics and strategies to be incorporated.

Saturday, July 19, 2008


Portfolio construction requires an understanding of the client's needs, goals and investment time horizon. Strategy incorporates investment consulting to facilitate this endeavor and incorporate a discussion of all of a client's investment holdings, including non-liquid assets. Client liabilities should also be considered, providing a true picture of a client's net worth and required rate of return.

Once this information has been collectively evaluated, the client's overall risk/return characteristic should be determined. A client questionnaire is typically used to ascertain this profile. Upon completion, the client's required rate of return and risk profile are combined to create the portfolio's overall equity-to-fixed income mix, which also represents the portfolio's overall benchmark. Generally, this is some combination of the Russell 3000, MSCI EAFE index and Lehman Brothers aggregate Index.