Comprehensive wealth management is not a product we push or a formula we follow. It is a prudent and proven process for developing and implementing investment strategies that are customized to each client’s unique goals, priorities, and timelines. This client-driven approach provides clarity, value and piece of mind.
Our investment process applies best practices from institutional sources. We make disciplined, institutional investing accessible and effective to all types of clients – affluent individuals, corporations and nonprofit organizations.
CFA’s proprietary process utilizes both active and passive investment management techniques. We select specialty managers from a broad universe, which we have built over time and maintain with strict adherence to the highest levels of due diligence. Objectivity and discipline ground our investment process. “The process matters as much as the plan.”
CFA Process Outline:
Define & Prioritize Goals - We work with our clients to help them define, set, and meet their unique investment goals. Benefit: clarity of your financial goals.
Stress Test Goals & Objectives - Our analysis simultaneously evaluates priorities, investment allocation, and value of assets to determine how confident our clients can be that their most important goals will be met. Benefit: understanding expectations and your model for success.
Implement Allocation with Tools & Strategies - Using asset allocation and tactical overlay methods to manage risk in a portfolio, we seek to maximize client returns by employing best-in-class separate account managers, institutional mutual funds, and specialty alternative investments. Benefit: active management maximizes returns.
Monitor Progress - We actively manage portfolios, monitor investment performance and regularly meet with clients to reassess and confirm objectives, report on progress, and rebalance portfolios for maximum results. Benefit: productive communication promotes real partnership.
Analyze & Re-balance - We continual monitor clients’ investment plans. We understand that financial situations change and evolve, so we stay proactive and ahead of potential changes that affect long-term strategy and success.
Benefit: capitalize on forward trends and reduce risk.
