Ongoing Financial Monitoring
Working as a team to make sure you reach your long-term goals.
We work closely with you and your financial advisor to make sure everyone is on the same page and working to achieve a common goal. Whether meeting with your advisor on a quarterly, semi-annual, or annual basis, we have the expertise to ask your investment advisor the right questions and provide the best objective analysis.
What We Do
How did they do?
- Against benchmarks
- Asset allocation choices
- Individual managers/fund choices
What are they going to do?
- Driving asset allocation decisions
- Deciding on individual manager/fund choices
- Expectations for markets
How are they executing?
- How do they making decisions?
- Why one decision over another?
- How they deal with unavoidable changes like market corrections, macro events, etc.?
Contact us to find more out about what we can do for you.