Periodic Review and Adaptation

Photo of a pier on the ocean at sunset

We encourage at least one formal portfolio review per year. 

What you can expect during each follow-up meeting:

  • Any developments from our last discussion
  • Review of your invested assets, which includes portfolio analysis, gains/losses, and performance
  • Market discussion

We will have as many consultations as necessary to make you comfortable with us and our process.  We also ask you to contact us when a life-changing event occurs or whenever you have a question concerning your portfolio or market conditions.

Feel free to contact us by phone or e-mail to schedule a one-on-one appointment.