Gentry follows a detailed process that begins with understanding our client’s unique financial circumstances. Our fiscal data gathering procedure works to evaluate the following:
• Cash flow needs
• Risk tolerance
• Time horizon
• Current financial strategies
• Tax dimension
• Decision-making dynamic
• Life insurance needs
• Current Estate plan
From this assessment as well as the client’s wealth vision, we work toward the formulation of investment guidelines and objectives that provide the framework to guide the investment process. We will determine the breadth and degree of portfolio diversification and develop a frame of reference regarding investment performance.
The final steps in our process involve implementation and management:
• We finalize the allocation of assets and portfolio design
• The investment strategy is implemented
• Our team monitors and supervises the portfolio to ensure that it achieves its investment goals