Our investment management is designed to be very hands on. The key to our program success is a continuing relationship with our clients and our impartial advice on a range of issues. The first step with a new client is to prepare an in-depth profile of their financial situation and from that develop a comprehensive written plan that is discussed, tweaked, and approved by the client.
And that's just the beginning. From this starting point, we follow beside our client each step of their financial life: