Following the creation of your financial plan, we construct your personalized investment policy. The investment policy is the document that lays out your specific investment goals and the agreed-upon strategy. Typically, the investment policy evolves over time as your needs change. Depending upon economic and market conditions, we will modify the tactics employed in investing your funds while leaving the overall strategy intact. We aim to be tax-efficient with our investment decisions, but we do not make them exclusively based on tax considerations.
