Determining the right investment strategy is essential to each investor’s future success. The right strategy will help you endure market fluctuations and stay focused on your long-term goals. The Andrews Group / Assante Wealth Management understands this and the complexities of today’s capital markets. Dedicated, seasoned, and committed, our goal is to relieve you of the burden of managing your investment portfolio alone, so that you may enjoy the rewards of your career and your family.
The first step in the process is the completion of this Client Profile, which has been carefully designed to take you through an important information-gathering process.
The information provided through this exercise will be utilized by our team in preparing your Investment Policy/Statement (IPS) - a personally tailored document outlining our formal investment recommendations to you. Your IPS will detail the asset allocation decision, which is the single most important step in structuring your portfolio. Studies have shown that over 90% of the variability of your portfolio’s return is associated with the asset mix decision (Source: Brinson, Hood, and Beebower). Your IPS is the baseline against which you will be able to measure the ongoing performance of your investments. If you have important financial goals with different time frames, you may need more than one IPS.
The effectiveness and precision of the IPS are largely based on the quality of the information that goes into its preparation. That is why it is essential for you to be thoughtful and thorough in answering all the questions contained in this document.
It is also important to note that the management of your portfolio is a dynamic process - one that is constantly evolving. Therefore, it is essential that you continue to keep us informed of any major changes in your life that could impact on your portfolio. That way, we will be able to make any necessary adjustments.
Please be assured that your information will be maintained in the strictest of confidence.
