Ongoing monitoring is important to make sure the investment advice and services you’re receiving match your expectations and goals. In many cases, our clients tell us they simply want someone “on their side of the table” reviewing their portfolio while meeting with their investment advisors.
We’ve found that peace of mind comes from having a clearly defined set of expectations. We work with you and your financial advisor team to make sure everyone is on the same page and working to achieve a common goal.
The process starts at the first meeting with your advisor. We work to understand their thoughts on your portfolio, your cash flow, their outlooks on markets, and how they plan to invest. We document the commentary and ask deeper questions to understand one simple outcome for our clients: What should we expect when we meet again in three, six, or twelve months?
Our goal is simple – Are you being provided excellent advice and service at the right value every year and at every meeting?
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.