Trusted Advisor's 5 Step Investment Process: 1. Assess the customer's goals and circumstances The investment plan process begins during the Discovery Meeting with a discussion of the customer's financial values and goals, as well as their existing assets, advisors, processes and interest. 2. Set long-term investment objectives Taking into account the long-term nature of successful investing, we set objectives for their portfolio that are appropriate for their attitude towards risk and investment horizon. 3. Plan the customer's asset allocation Because it is so important, asset allocation is the first investment decision. During this process, we decide how much of the portfolio to invest in each of the different investment types, or asset classes, including stocks, bonds, and short-term investments, domestic and foreign. 4. Select the investment approach With an asset allocation in place, we now select the investment vehicles that the customer will use to implement their portfolio strategy. Two key investing principles guide these decisions: the importance of diversification and the value of remaining invested. 5. Build their portfolio Building on the first four steps, we construct a portfolio suited to the customer's needs, goals, investment horizon and risk attitude. The building blocks for the portfolio are institutional asset class funds, an excellent way to implement a diversified portfolio investment so as to maximise the probability of achieving the customer's goals. The result of this process is a diagnostic report of the customer's current situation with our recommendations for repositioning their portfolio to maximise their probability for success. In addition to the above considerations, these recommendations take into account portfolio costs as well as the potential tax impact of the restructuring. Once the Investment Plan is agreed with the customer, Trusted Advisor will establish the highest probable expected rate of return for the portfolio. We use this single percentage figure as the investment growth assumption within the customer's lifetime cashflow forecast. This is the most accurate method of measuring the customer's likely progress in achieving their objectives. <<Back   Services Tour: Create a successful investment experience