The Investment Process

Six Steps to Investment Portfolio Design

While every client is different, we find that one of the most common and important areas in which our clients seek assistance is the area of investment management. Before SFA begins to construct a portfolio in consultation with the client, we spend a significant amount of time educating ourselves on your goals, history and risk tolerance. As part of this process, we will discuss in detail such topics as:

  • Your comfort with investment risk and volatility
  • Current and future cash flow requirements
  • Goals for your estate and legacy for your family
  • Your philanthropic goals and charitable endeavors
  • Your plans for your business and your career
  • Past tax planning and risk management options
Investment process graphic