1. Discovery & Insights
   • Getting to know you
   • Defining your goals
     
     
2. Asset Allocation*
   • Recommend optimal allocation strategy
   • Customize your investment model
     
     
3. Structural Analysis
   • Analyze stock/investment ownership
   • Assess special situations
     
     
4. Asset Location
   • Match asset classes to appropriate investments
   • Confirm optimal portfolio strategy
     
     
5. Implementation
   • Document investment policy
   • Execute strategy
     
     
6. Active Management
   • Manage investment decisions across asset classes
   • Communicate regularly
   • Evaluate and adjust as needed

^{*Asset allocation does not ensure a profit or protect against a loss.}