Investment management can be complex, but developing your Investment Plan through the Elite Wealth Strategies program is simple.
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Investment Services : Elite Wealth Strategies - Process
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Investment Planning Process
Investment management can be complex, but developing your Investment Plan through the Elite Wealth Strategies program is simple. Our carefully designed 5-step process starts by establishing a comprehensive personal profile through in-depth discussions and analysis of your needs. Your profile is then followed by the creation of a "road map", along with periodic monitoring and reporting - this will assure that you can enjoy peace of mind, knowing that your investments are being professionally managed according to your objectives.
Step 1 - Discovery Process
Elite Wealth Strategies takes a comprehensive approach to investment planning, focused on your needs and goals. Your Investment Advisor will hold an in-depth discussion with you, looking at all of your financial resources (including both assets and liabilities), considering both your personal and business wealth along with your short and long-term needs. The information you share with us enables us to establish a comprehensive personal profile. We often team up with other professionals, such as tax accountants, insurance specialists, and estate planners to ensure that we have a complete understanding of your financial situation. This approach enables us to create a unique Investment Plan that works both independently and in relation to your other financial strategies.
Step 2 - Projections of Future Values
Information that your Investment Advisor gathered in Step 1 will be used to assemble your portfolio. To meet your needs, we may include investments that help you achieve a steady stream of income or that capitalize on growth opportunities. In some cases, you may need to accelerate the growth of your assets through regular contributions or carefully balance rates of return with your risk tolerance. We run a set of computer-based programs that consider all criteria and develop growth projections for your assets over the investment horizon. Your Investment Advisor will present you with several "what-if" scenarios or "road maps" to assist you in selecting the optimal approach. These projections are also used to continually track and compare the progress of your portfolio as we move towards achieving your investment goals.
Step 3 - Developing your unique and personalized Investment Plan
Your situation and goals are unique - at Elite Wealth Strategies, we believe your investment strategy should be too. We design a customized Investment Plan that is tailored to meet your specialized needs. Investment strategies, guidelines, and constraints under which your investments are managed are set out in your Investment Policy Statement. The Investment Policy Statement describes the discipline and process with which we manage your portfolio according to your wishes. Your Investment Advisor will consult with our partners in portfolio management and together they will design a focused, yet flexible, Investment Plan that will guide them in achieving your stated goals while simultaneously managing risk. All investment solutions, coupled with our recommendations and action plans are presented for discussion and approval by you.
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