Our Disciplined Process
As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process:
Phase I: Data Gathering
We begin this stage during our initial meeting where we get to know one another. We aim to understand relevant aspects of your current financial situation while focusing on your specific needs and what you want your capital to do for you.
Phase II: Analysis and Recommendations
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique needs. We then develop a proposal that outlines the strategy we recommend for long-term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.
Phase III: Implementation
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Phase IV: Monitoring and Adjusting
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.
Another Key: Our Independence and Objectivity
As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties.
Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful attention. When you take into account our qualifications and experience, array of services, and disciplined process into consideration, we’re confident you’ll agree that Beacon Capital Management is the right choice for you and your family! We look forward to working with you.