Scott bases his service on the fact that each client is unique and has specific goals and investment objectives. He works closely with his clients to develop an investment strategy and custom portfolio based on a thorough understanding of their personal goals and objectives. He also accounts for his clients’ risk tolerance, time horizon, tax considerations and more.
A key step in developing an investment strategy is determining the appropriate asset allocation. Scott utilizes a risk-based model to analyze historical returns for different asset mixes along with the historical volatility of those mixes. While these hard numbers support the asset allocation process, Scott makes certain to weigh historical facts against one common-sense question: does the client sleep at night?
If you are like many of Scott’s clients, building your wealth required hard work, sacrifice and discipline. So, when you entrust that life’s work to an advisor, you expect highly individualized attention, among other things. That is why Scott and his team make it their top priority to stay attentive to your needs and helping you achieve your goals.
Scott and his team recognize that understanding cultivates peace of mind. As a result, they take the time to explain strategies, define terms and make sure you are comfortable with the approach to managing your wealth. Scott and his team make it a priority to provide open and responsive communication, letting their clients determine the frequency, method and level of communication.