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Process
- Organize – We begin our relationship with a detailed interview to understand our client's financial position and outlook. We gather the information necessary to create an investment strategy that will include such things as income requirements, capital preservation goals, risk tolerance, and any other constraints important to the client's needs.
- Formalize – With the financial characteristics of the client determined, we can proceed with formulating an Investment Policy. This policy will determine future decisions and actions. Plunkett & Associates is in a position to create specific policies for each client and act upon those individually.
- Implement – Using the Investment Policy, we will choose investment vehicles appropriate for your portfolio, balancing performance returns with your risk tolerance. We will closely monitor the progress of the financial plan with you.
- Monitor and Report – We closely monitor the progress of your portfolio ensuring that the investments continue to meet the goals set forth in the Investment Policy. Quarterly we provide our clients with in-depth portfolio analysis to clearly communicate your account information. We also communicate regularly with our clients to review any pertinent issues that may impact the investment plan and if necessary make adjustments to the portfolio.
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