Our Process - Define Client Objectives “The investment process is ongoing. We define our client`s objectives and create a custom portfolio solution, rebalance their portfolios in response to changing client circumstances, global market conditions and money manager performance.” We define our client’s objectives by: Considering income and liquidity requirements, issues related to taxes, return expectations, risk tolerance, asset class preferences, restrictions and charitable objectives. Facilitating interaction with other advisors within the client’s professional team. Examining current investment holdings, identifying issues related to large securities concentrations, low tax-basis stock holdings and analyzing the styles and performance of existing money managers. Considering and prioritizing objectives, resources, requirements and preparation of financial projections. Confirming investment objectives, constraints and implementation strategy.