Investment Planning
We will prepare a portfolio analysis of your current investment assets to include:
- Portfolio allocation based on asset classes:
(Cash and Short-Term, Investment-Grade, High-Yield, Large-Cap Domestic,
Small-/Mid-Cap Domestic, International, and Emerging Markets) - Yield and hypothetical total return projections
- Tax and marketplace considerations
Develop an Investment Policy Statement based on your:
- Short-term needs and commitments
- Long-term accumulation objectives
- Investment risk tolerance
- Investment philosophy
- Current and projected tax situation
Design an individualized portfolio strategy that:
- Identifies and compares the range of investment alternatives available to you based on your asset allocation model and Investment Policy Statement
- Projects hypothetical rates of return based on historical industry performances
- Projects before-tax and after-tax cash flow based on current market conditions