Building an initial portfolio that is diversified and matches the investor’s growth targets and ethical concerns is only the beginning.  Left unwatched a portfolio will begin to drift until it no longer bears any resemblance to its original form.  This is why our analysts constantly monitor our portfolios both proactively on a scheduled monthly basis and reactively when conditions in the market shift suddenly.  All of these actions are taken in conjunction with clear, detailed communication so you’re never left in the dark.

Leave a Reply