How It Works
A simple, structured process designed for clarity and results
STEP 1
Application
Clients begin by completing a short application. This ensures alignment, suitability, and clarity on goals.
STEP 2
Portfolio Structuring
Once approved, capital is organized across defined categories: Long-Term Core, Mid-Term Growth, Tactical/Swing, Retirement/Preservation, and Cash & Opportunity. Each category has a purpose and defined role.
STEP 3
Ongoing Oversight
Clients receive ongoing portfolio monitoring, performance tracking, allocation reviews, strategic updates, and clear documentation of decisions.