Investment consulting is the process of reviewing your current situation to determine if your investment arrangements are meeting your financial goals.
My investment consulting services are “fee-only”, which means the professional advice you receive is billed on an hourly or retainer basis. I do not sell financial products or services nor receive referrals from the value of your assets.
![Investing](https://i0.wp.com/deanpaley.com/wp-content/uploads/2011/09/investing.jpg?resize=480%2C320&ssl=1)
This service can be tailored to meet your specific needs. It may be as simple as a portfolio review or as detailed as a consolidation approach, key performance indicator research or manager search.
The Investment Consulting Process
- Understand your tolerance for risk and your investment knowledge.
- Assess your needs from your pool of investments.
- Understand your cash flow requirements.
- Establish an appropriate asset allocation and investment strategy to help you achieve your financial goals.
- Evaluate the diversification of your portfolio.
- Compare performance
I will assist in the development of a personal investment policy statement that outlines your expectations in terms of performance and measures of accountability.
Manager or Advisor Search
The choice of your investment advisor or money manager is a difficult decision. Let me help you find the right advisor or money manager.