Clients choose to work with our team in one of two ways: Portfolio Management or Comprehensive Financial Planning with optional Portfolio Management.
Portfolio Management: We manage your mix of investments to help you invest in many different companies/categories in an effort to manage the amount of risk you are comfortable with. Clients who solely use us for Portfolio Management typically meet with us once a year for their portfolio review. These reviews look at the individual investments and account performance in comparison to market/economic conditions to determine if any changes should be made to the portfolio. Basic calculations are used to provide clients with an idea of what the long-term expectations are of the portfolio.
Comprehensive Financial Planning with optional Portfolio Management: In addition to portfolio management, there are many other financial matters that need attention. A number of clients visit our office wondering if:
These are just a few of the many pieces that make up our financial lives. Our comprehensive planning process, The Golden Gate Way, is our way of providing customized financial solutions based on your unique situation. The process starts by learning what is important to you, then combining those values with your objectives to ultimately create an action plan that to help make you more confident in the direction of your financial future.
You then have the flexibility to use the information on your own or partner with us in Portfolio Management. In our experience, partnering with us in portfolio management provides increased oversight and accountability to your plan while using our experience with market cycles, financial solutions and realistic expectations.
Visit The Golden Gate Way page for detailed information on our comprehensive planning process.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.