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Define investment objectives
We ask questions to get a picture of your current financial situation and what your goals are for the future. We build an understanding of your risk tolerance, cash needs, time horizon, and return objectives. We discuss your values to arrive at your impact goals.
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Based on our conversations with you, we develop a target asset allocation and a diversified portfolio of top-performing money manager, customized to help you reach your goals. We discuss these recommendations with you, and rebalance them as needed. For individuals and families, we develop a detailed wealth plan analyzing your cash flows, assets, and liabilities to help position you to succeed in achieving your long term goals.