We develop a financial strategy and manage your investments using a proven, six-step, process. This ensures that we are constantly evaluating your needs and adapting our strategy accordingly.
Identify Your Objectives
We start by understanding your current financial situation, objectives and needs.
Determine Your Tolerance for Volatility
Our objective is to achieve the best returns for you with minimum volatility.
Formulate the Best Strategy for You to Reach Your Goals
After understanding your financial picture, we develop a personalized financial plan and investment portfolio.
Select and Manage Your Investments
We work to minimize fund expenses and other charges that can reduce investment returns.
Monitor and Update Your Investments
Your portfolio is continually monitored and investments are efficiently upgraded.
Work Closely with You
Your calls are returned the same day, if possible. You can reach us daily by phone (425-898-8989) or email at [email protected].
“We want you to have financial security, not just securities.”