Our Process

A Data-Driven Process, Primed to Help Your Financial Prospects

Given market unpredictability, it’s our responsibility to do whatever we can to reduce volatility and spot opportunity early on to help you reach your investing goals sooner.

While each firm has their own process, we feel comfortable saying we are among the few independent financial advisory groups with an in-house subscription to our very own Bloomberg terminal.

How This Better Serves You:

  • Real-time asset prices to help us enter or exit positions
  • Forward-looking portfolio tools that outline risk and diversification, designed to enhance optimizations
  • Advanced charting to help visualize market trends and identify patterns

Know. Then Go.

Rushing headlong into any investment decision, especially when dealing with considerable assets, can lead to harmful outcomes. That’s why identifying your true risk profile is so crucial in determining your ideal asset allocation.

Nearly 50% of investors are comfortable with somewhat lower returns if they know the risks*

Source: Coventry Direct

Nearly 40% of investors are most likely to put their money in savings accounts*

Source: Coventry Direct

Investors are likely to feel 2.5X worse about losing a dollar than feel good about gaining a dollar**

Source: Quarterly Journal of Economics

As part of our process, you’ll answer fiscal and psychological questions so we know what kind of investor you are and build your portfolio with this data in hand.

*Coventry Direct **Quarterly Journal of Economics

Custom-Built Portfolios

Our practice takes great pride in exemplifying a “quality over quantity” mindset, choosing to fully flesh out customized asset allocations and mixes based upon your investing profile. This requires extensive thought and time, but we feel it’s well worth the effort to deliver the type of analysis required to help take care of your financial future.

Your Investing Mix Might Consist Of:

  • Mega-growth assets
  • Mid-cap funds
  • Value-cap investments
  • International bonds
  • Hand-picked individual stocks
Experience for Yourself

See Your Plan Come to Life:

We believe in being fully transparent with our clients — especially during their portfolio construction. As part of our process, you will have the chance to physically sit by our side as we access our Bloomberg terminal to build your asset allocations and amounts.

This “Peek Behind the Curtain” Helps Achieve Many Things:

  • It demystifies investing, which can help build your confidence
  • It allows you to ask questions you hadn’t thought of
  • It strengthens our partnership as we actively build your future, together

Our In-House Benchmarks

Broad industry benchmarks should serve as a starting point to measure performance against — nothing more. We believe our in-house terminal gives us the opportunity to potentially outperform certain segments while aligning with your emotional and mental ability to handle volatility.

Depending on your risk profile, we aim to deliver return on investment within the following performance bands on an annual basis: 6-8%, 8-10%, 10-12%.

Given that 6% annual gains are realistic, broadly speaking, we feel our aggressive — but analytical — approach is one that could appeal to many investors.