Independent & Unbiased.
At Acorn Partners, we are committed to helping you achieve your unique financial goals and objectives. Understanding our clients is the cornerstone of our relationships, and we enjoy the depth of relationship we have with our clients. Upon developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we will work together to construct a customized investment portfolio tailored to the appropriate level of risk for you.
Private Wealth Management is a process. We believe there are four critical steps to creating and implementing a customized, comprehensive wealth management strategy. We’ll adhere to these steps as we help you implement strategies for accumulating, protecting and transferring your wealth.
Step 1: Define Your Investment Goals and Objectives
The first step in the investment process is to clearly define your investment goals, time horizon, risk tolerance and preferences. This basic information provides a solid foundation for your portfolio and serves as a reference guide for our ongoing discussions and reviews.
Step 2: Determine Your Investment Strategy
After your goals and objectives have been determined, the next
step is to create a customized investment strategy. We’ll apply
the concepts of asset allocation and diversification as we identify
and recommend the most appropriate investment strategy—all
the while, focusing on your unique financial position.
Step 3: Build Your Portfolio
Now we’ll begin building a portfolio of investment vehicles to
pursue your specific needs. We’ll determine which types of
assets you should own and how they should be allocated.
We’ll research and recommend the types of traditional and
alternative investments best suited to meet your objectives.
Step 4: Manage and Monitor Your Portfolio
Once your assets are invested, the process of monitoring and
managing your portfolio begins. We will continue to review
and evaluate your investment strategy to ensure it remains
aligned with your goals. We’ll provide investment education,
guidance and expertise through regular meetings and
discussions. As your needs change, we will re-evaluate your
investment strategy and discuss alternatives.
If you’re interested in learning more about the services we
provide or becoming a client of Acorn Partners, please visit
our Client Login page.