Here is the process we will use to plan a lifetime of suitable and sound investment choices.

Alignment

First, I learn who you are, what's important in your business and personal life, and what you want to achieve with your capital. After I present my credentials and investment approach, we determine if our beliefs are aligned well enough to form an effective partnership.

Profile

Next, I take an inventory of your financial life, profiling your wealth structure through a review of your income tax returns, statements, insurance^† programs, and legal documents. For institutions and corporations, I prepare a formal Investment Policy Statement (IPS) to ensure everyone is informed of, and in agreement with, our objectives.

Portfolio

Based on your risk tolerance and unique profile, we review what I have been told, what it means, and what might need to change over time. Carefully allocating your assets, I create a balanced, disciplined investment portfolio that provides a customized, effective roadmap to your financial goals.

My clients' portfolios are carefully constructed using a blend of stocks, fixed income vehicles, long/short hedge funds to manage risk, and pooled platforms for conservative long-term wealth management. Blackmont's exceptional Integrated Managed Account (IMA), for example, enables me to use the world's finest money managers to provide customized and well diversified portfolios cost effectively. Utilizing tools that help me evaluate the individual strengths of the finest investing talent, I orchestrate the best combination of fund managers to smooth out returns and reduce volatility, yielding optimal portfolio performance.

Implementation

Once you are comfortable with my strategy, I prepare the appropriate regulatory documents for your signature.

Realignment

In a process of ongoing review that is customized according to your needs and wishes, I summarize your returns and communicate changes to your portfolio that are required as markets or circumstances change.

 
^† Insurance products and services are provided by Blackmont Insurance Services Ltd.

The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained with respect to any person’s specific circumstances.