Risk management is an integral part of our investment strategy.

Our philosophy:

• Screening and choosing the right fund managers to manage your nest egg;
• Use diversification and proper asset allocation to mitigate overall risk;

Protect long-term goals and manage through short-term fluctuations;

Our planning process involves 5 steps:

1. Discovery – We listen carefully to you, Ask questions, Establish goals
2. Analysis – We study the information collected, Check for any potential issues which may become problematic
3. Findings – We complete a written report and explain our findings
4. Recommendations – We research solutions, present the options and explain the benefits and drawbacks
5. Review and Follow-Up – We regularly review and follow-up