A Partnership Approach to Wealth Management

The Institute is your financial partner, keeping a constant eye on shifting market conditions, legislative developments and the health of the global economic environment.

CONSULT. Good investment planning is more than just numbers. It starts with helping clients identify what they want out of life and how they feel about their money. Using the Institute-developed Investor Profile as a guideline, advisors work with clients to define wealth accumulation objectives, investing personalities, risk tolerance and distribution time frames.

IMPLEMENT. In Collaboration with the client and advisor, The Institute matches the profile information to the most appropriate investment model. Each model asset allocation solution accounts for risk/return factors. The Institute then executes the investments using the custodian provider selected by advisors and their clients. By utilizing low cost vehicles such as Exchange Traded Funds (ETFs), the Institute’s efficient investment models make wealth accumulation and retention a priority.

MANAGE. Once initial investments are executed, the Institute monitors the performance of the model portfolios, corresponding money managers and related investments, making objective adjustments as necessary. By managing the investments as well as the returns, the Institute attempts to provide the daily expert oversight that many advisors and investors simply do not have time to perform.

Advisors are kept updated and informed on the details of every financial account through the Institute’s advanced client communication platform. This sophisticated back-office system, provides daily account information, as well as comprehensive monthly model evaluations and quarterly reports.