Investment implementation First we meet with prospective clients to confirm that our approach coincides with their needs and objectives. We cannot be all things to all people, and it is important that our investment philosophy align with that of our clients. Upon determining that there is indeed a “fit”, we perform an extensive analysis of the clients’ financial position and their needs going forward. We then design a portfolio featuring the specific trading strategies that we deem likely to maximize the probability of investment success. We closely monitor portfolios to see that they are on track and we prepare regular performance updates for client review. We meet clients whenever desirable, are always available via phone and email, and encourage a face to face meeting at least twice a year.
We look forward to a long and mutually beneficial relationship.