Developing Your Investment Portfolio


Our first meeting is one of mutual discovery. Our goal is to find out where you are and where you want to go. We encourage you to convey your financial objectives and concerns as well as your social values.

Once you decide to work with us, the key step in the portfolio design process is working with you to determine an appropriate risk profile and social screen.

The primary factors considered are:

  • Risk Capacity - How much risk can you afford to take?
  • Risk Tolerance - What is your attitude towards volatility and potential losses?
  • Risk Perception - What is your tendency to over-or-under estimate risk?
  • Social Screen - What values are important to you

After determining your financial objectives, risk profile and, if desired the social values, we will establish the best portfolio tailored to your specific needs. This gives our clients the peace of mind that comes with knowing that there is no need to assume more portfolio risk than is necessary to achieve their personal goals.

You will receive monthly account statements and quarterly performance reports which track your portfolio and measure it against a comparable industry benchmark.

We review the portfolio with each client personally to assure maximum satisfaction and continuity of investment objectives. When significant changes occur as life unfolds we revisit your financial goals and make adjustments to the portfolio as merited.

Get started today with a free consultation! Call (707) 495-7084 or email us using our contact form for a complimentary, no-obligation review to explore your financial planning needs.