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The Sector Grid Summary

 
   
  Differentiating Factors

Several factors differentiate us from other investment managers.

First, rather than entrust client assets to 3rd party managers, we take responsibility for the investment performance of our client's accounts utilizing our unique investment methodology and consultative process:
  • Initial Interview - an initial interview is conducted with each client to determine the client's financial circumstances, goals, acceptable levels of risk, any reasonable restrictions on the management of their account, and other relevant circumstances.


  • Focus - We do not try to be all things to all people. Our conviction, instead, is that exceptional investment results can best be accomplished by focusing on, and continuously striving to optimize, a disciplined investment methodology. Therefore, each client's financial circumstances and investment objectives are matched with one of five actively managed, focused portfolios (The Sector GridTM Profiles) suitable to accomplish the client's goals within each individual's risk/reward profile.


  • Individual Treatment - An AdvisorAlliance Account Manager, knowledgeable about the client's account, will be assigned to consult with the client relative to the status and management of their account and their personal circumstances on a periodic basis to ensure the client's objectives continue to be matched with the suitable investment profile.


  • Proven Results - Our investment process and performance results are audited on a quarterly basis by Ashland Partners & Company LLP, an internationally recognized leader in providing AIMR and GIPS verification and compliance consultation services to the investment industry.

Secondly, our name implies the way we strive to provide total Wealth Management through our ability to form alliances with other outstanding benefit providers such as CPAs & Attorneys.