Wealth Preservation Solutions
Asset Management Services |
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| Asset Management |
| We leverage the power of technology to drive our disciplined investment process, which encompasses these five steps: |
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- Advice, consulting and planning
- Portfolio modeling analysis and design
- Investment policy statement development
- Implementation, manager search and selection
- Ongoing monitoring, due diligence and reporting
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Kevin Ellman on CNBC
A noted speaker on the subject of financial planning, Kevin Ellman appears regularly as a financial commentator on ABC, CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and is frequently quoted in BusinessWeek, CBS Market Watch, Fortune Magazine and The Wall Street Journal. Click here to view one of Kevin Ellman’s video segments.
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| Wealth Preservation Investment Planning Process |
| Step 1 |
Getting to
Know You |
- We take the time to get to know you, your goals and objectives, risk tolerance,
and time horizon to create a portfolio that will work for you.
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| Step 2 |
Portfolio X-Ray |
- Obtain current financial statements.
- Develop a picture of your current portfolio.
- Identify strengths and weaknesses, pitfalls and opportunities of your portfolio.
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| Step 3 |
Investment Policy Statement (I.P.S.) |
- Outlines objectives, overall guidelines and investment policies, and restrictions.
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| Step 4 |
Design Phase |
- Select appropriate program, managers, and products.
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| Step 5 |
Approval Phase |
With your new portfolio:
- We want to make sure you are fully satisfied.
- Have a clear understanding of your game plan, and
- Leave no questions unanswered.
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| Step 6 |
Implementation Plan |
- Complete applications, transfer accounts.
- Execute trades
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| Step 7 |
The Complete Investment Binder |
- A comprehensive binder of your portfolio and applicable documentation all under one roof.
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| Step 8 |
Keeping Your Plan on Track
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- We are dedicated to making sure your plan stays on track with constant monitoring and reviewing of your portfolio.
- We keep our clients informed with regular reviews, updates and recommendations.
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