The investment decisions that drive our management of each portfolio are based on the initial, as well as the on-going client conversations which are focused on each client’s unique goals. After reviewing the long-term expectations and underlying risks associated with investing, an investment portfolio allocation is agreed upon. The portfolio allocation to both equity and income investments is outlined in an Investment Policy Statement, or “road map”.That “road map” is then followed to reach the combination of wealth accumulation,
preservation of principal and distribution goals that have been identified. Typical client goals
generally fall into these broad categories.