our Process

Step #1

Introduction and Discovery meeting (60-Min)

We will spend the first 15 minutes getting to know each other and determine if we are a good fit to work together.

If we decide to move forward, we’ll spend more time learning about you, what has worked or not worked for you in the past, and what you see as your main concerns and challenges. We will share with you some initial, general thoughts about our work with investors with similar backgrounds, and encourage your questions.

Step #2

Review our Analysis and Assessment

Prior to this meeting, we will run your information through our P-PRO process.

During this 30-45 minute meeting, we will review the findings and show you any hidden risk in your current portfolio. It will also show you what options are available to align your portfolio to achieve the highest reliable performance without taking on unnecessary and unexpected risks.

Step #3

Time to Reflect

Now is the time for you to reflect, without us, on everything we’ve discussed. Without any phone calls from us to you, you will consider if our specialized and focused approach matches what you were looking for to complement what you have built.