Our Services
We specialize in helping clients build a plan to manage their many transitions with a holistic approach. We make what is most important to you a priority, and together we develop a comprehensive, personalized plan designed to meet your family's needs to continue growing your successful financial future.
The planning process is designed entirely around our clients' financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in-depth process, we recommend the appropriate mix of managed investments paying special attention to the appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.
Our professional experience combines with the skills of other D.A. Davidson professionals in insurance, estate, and financial planning to assist in developing a plan that is truly comprehensive — a wealth management plan designed to meet your long-term financial goals.
Asset Management Process
We follow a well-definded, time-proven process to increase the probability that investors will meet their financial goals. Our asset management approach is a 5-step process utilized by successful investors to give the best opportunity to enhance their returns and reduce their investment risks.
Discovery & Assessment:
We listen... We spend time getting to know you, your family and your financial situation. We want to understand your unique circumstances along with how you feel about risk, your objectives and the time horizon needed to accomplish your goals.
Develop Personalized Strategy:
We analyze and build... After gathering your information, we apply our expertise, use the knowledge of our extended team, and employ the resources available through our firm in order to construct an individualized Wealth management plan designed specifically for you.
Present, Educate & Agree:
Your understanding and confidence are our priority…As we present your personalized plan, it is imperative that you understand our approach and agree that we are meeting your objectives within your comfort level and in a time frame that satisfies your goals.
Implementation of Strategy:
Walk, don't run... Once we have agreed upon your Wealth Management plan, we will begin to employ the investment strategy with a disciplined approach to investing. This may include dollar-cost-averaging and consideration for markets and economies.
Communication & Review:
Most fundamental and important… Our clients are assured knowing that we review their investments and re-evaluate their Wealth Management plan. Markets change and life events happen. Therefore, a consistent plan of communication with personal reviews, phone conversations and/or emails will be established to your satisfaction.