7900 SE 28th Street
Suite 204
Mercer Island, WA 98040 |
| Phone: |
(425) 646-9292 |
| Fax: |
(888) 855-4887 |
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*As Seen In... Forbes,
February, 2009
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Our Process: The Practice of Investments
Portfolio Construction
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Each client is unique
and so is their investment portfolio. No two investors share
the same “optimal” portfolio because each investor has
a personal risk tolerance, goals, and life circumstances. These
unique factors determine the weightings of each investment strategy.
We also incorporate unique assets such as stock options and private
equity holdings into the overall investment plan. |
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An investment portfolio is a tool to accomplish
personal objectives. The primary purpose of investing is not
to maximize return or reduce risk, but to provide adequate cash
at the right time to accomplish important goals. We help you to
quantify your short and long term cash needs and construct a portfolio
that meets these needs. |
Investment Implementation
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We implement your investment
portfolio with best-in-class investment managers. These managers
typically have high dollar minimums or only offer their strategy
through institutional investment channels. |
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We provide diligent
monitoring and tracking of investment strategies once they are
selected. The financial industry is always changing, and therefore,
one of the most critical functions is to monitor each strategy carefully. |
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We maintain an extensive network of contacts
gained through personal experience with investment managers and
professional colleagues. Our business relationships enable us to
stay abreast of investment industry developments and trends that
will impact our clients. |
Client Communication
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We provide educational
support for our investment philosophies and corresponding portfolio
structures. We strive to keep our process transparent so our clients
know exactly what we are doing. |
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We provide an extensive
research summary for each strategy we recommend in a client’s
portfolio. Our process for selecting investment managers is robust
and thoroughly documented so that clients will fully understand
what they own and how it can be expected to perform. |
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We report portfolio performance on a regular basis
so that our clients can measure their progress toward their objectives.
Our investment reporting is honest and designed to reveal exactly
how our clients are doing. We are accountable for the advice we
provide. |
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