Process

you set the pace

We will do everything in our power to keep you focused on where you want to go, advise you on how to get there and continually remind you of the importance of maintaining a disciplined approach to pursuing your financial goals and objectives. Our investment philosophy is driven by my commitment to address those goals using proven concepts of asset allocation and diversification. The recommended investment strategy is guided by the assessment of your entire financial picture and risk profile. We believe that expectations of achievable returns must be balanced by an understanding of risk levels assumed within a portfolio.

With a simple, straightforward process, we seek to deliver the results we both want to achieve.

  1. We work with you to clearly define your investment goals, time horizon, risk tolerance and income/liquidity needs. This provides a foundation for the portfolio and serves as a reference guide for ongoing reviews.
  2. We create a customized investment strategy. We apply the concepts of asset allocation and diversification as we identify and recommend the most appropriate investment options.
  3. Together, we build an investment program and portfolio of assets to meet your specific needs. We recommend which assets should be owned and how they should be allocated. We support the asset recommendations with thorough research and the assessment of investments best suited to meet your objectives.
  4. We monitor and manage your portfolio, and continue to review and evaluate your investment strategy to ensure it remains aligned with your goals.*

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.




Joseph Davison, CPA, CFP®

LPL Financial Registered Principal

CA Insurance License #0E39860

 

 

 

 
 

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