EXPECTATIONS

Our structured process provides an individualized financial strategy and independent investment advice. Throughout this proactive and collaborative process, clients feel how this approach is different than our competitors. You can expect the following from our firm:

Listening: Every client has a story and we evaluate your circumstance by learning about your goals, risk tolerance, time horizon, return expectations, income requirements and special situations to effectively manage your investments.

Investment Oversight: We develop a multi-asset, multi-style, multi-manager portfolio designed to reduce risk and enhance return. We regularly evaluate allocation targets and rebalancing requirements, research and evaluate different investments, and monitor a manager's performance and process.

Long-Term Perspective: Investing is a process that rewards discipline and punishes irrational decisions. Solid performance is achieved through riding out inevitable short-term volatility and constant changes in the economic cycle.

Diversification: A well-diversified portfolio that may include stocks, bonds, real estate investments, diversifying asset classes and cash positions is designed to reduce short-term volatility while optimizing long-term performance.

   
       
           
 

CONTACT:

99 Monroe Avenue NW, Suite 504
Grand Rapids, MI 49503
Call us at 616.988.5778

For a conversation, click here.

 

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