Do you confer with me before doing any transactions?
It's important for us to outline how we will manage your investments and communicate our approach clearly. Here's a summary of our investment management process:
- Initial Investment Policy: To begin, we will work with you to develop a customized Investment Policy Statement. This document will outline your investment goals, risk tolerance, and any specific preferences or restrictions you have.
- Recommendations and Approval: After establishing your Investment Policy, we will present our initial investment recommendations. At this stage, we value your input and approval to ensure that the proposed strategy aligns with your financial objectives.
- Ongoing Discretionary Management: Once your initial investment plan is in place and approved, all future investment transactions will be executed at our discretion. We will follow the guidelines and parameters set forth in your Investment Policy Statement.
- Trade Confirmations: You will receive notifications of trade confirmations for all investment transactions. This transparency allows you to stay informed about the activities within your portfolio.
- Client-Specified Investments: If you have specific investments that you bring to us and specify should not be sold, we will honor your instructions. These investments will remain in your account until we receive further instructions or your permission to sell.
Our aim is to provide you with a well-defined investment strategy that aligns with your financial goals and risk tolerance while giving you the flexibility to participate actively or entrust the day-to-day management to our expertise. We value your trust and are committed to maintaining open communication throughout our partnership.