Portfolio Monitoring

Investing is a dynamic, on-going process. We live in an ever changing global economy. Our clients hire us to manage their wealth for them. We view this privilege as the greatest of responsibilities. This is why we focus closely on the monitoring of our client portfolios.

In addition to our frequent review of client accounts, we also hold our ongoing investment committee meetings. Every two weeks, our advisors meet to review and discuss overall performance of the financial markets, the current readings for the market indicators and signals we use as tools for portfolio management, Core Model performance, and implementation of action items that affect client portfolios. Our bi-weekly investment meetings are an integral part of our active management approach.