Our process is all about you.
At Edgewater, we utilize a comprehensive approach to your investments. We gather information from you and analyze each your entire financial picture, including your entire asset allocation. Once we understand where you are today and where you want to be tomorrow, we can focus on developing an appropriate personal investment policy.
Step 1: Initial Consultation & Expectations
First, we listen to what you are seeking from this point of your financial life and moving forward. Then we explain what you can expect from us should we decide to work together. Our goal is to help each of us understand the expectations, with the goal of creating a mutually beneficial long-term relationship.
Step 2: Comprehensive Evaluation & Investment Policy
Together, we complete an evaluation of your entire financial situation -- debt, insurance, estate planning, real estate, savings, taxes, etc. -- and formulate a custom financial plan and personal Investment Policy Statement (IPS). Everyone’s financial situation is unique and we'll discuss a range of topics to gain a comprehensive scope of your finances -- not just the assets we'll be managing.
Step 3: IPS Review
We'll review your personal investment policy to meet your needs, goals and risk tolerance. We provide ongoing review to improve existing strategies and discuss ideas to help guide you toward wealth growth, management and protection.
Step 4: Plan Implementation
Together we'll implement the investment strategies designed to achieve your goals and wealth. We may use strategic outsourcing recommendations to deliver your solutions.
Step 5: Annual Reviews
We encourage annual reviews to assess the need to modify your plans in order to adapt to any life changes. Expect a call from us each year to schedule this session at your convenience.