Process.
At Monument Private Wealth we take the time to establish an appropriate set of strategies for a client understanding that every client is different with different needs and goals
Step One
Gather client information
Gather all relevant information, both financial and non-financial information, through data collection, forms and questionnaires.
Step Two
Establish financial goals and objectives
Identify and establish the specific goals of the client. Assist the client in quantifying and prioritising competing goals.
Step Three
Analyse data and identity financial issues
Identify the strengths and weaknesses of the client's financial situation as it affects the ability of the client to achieve their goals and objectives.
Step Four
Prepare and develop the SOA
Develop a set of recommendations and strategies that are tailored to the client's specific requirements.
Step Five
Implement the agreed-upon recommendations
Put in place an agreed plan of action to determine how the recommendations are to be implemented and who is to perform the actions.
Step Six
Review and revise the SOA
Evaluate and review the plan at regular intervals to ensure that the recommendations remain appropriate for the client. Review changes in the client's circumstances.
Investment Philosophy
Understand investor’s needs and articulate realistic investment objectives and constraints.
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Policy Statement.
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Focus: Investor's short-term and long-term needs, familiarity with capital market history, and expectations.
Examine current and project financial, economic, political, and social conditions.
Focus: Short-term and intermediate-term expected conditions to use in constructing a specific portfolio.
Implement the plan by constructing the portfolio.
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Focus: Meet the investor's needs at the minimum risk levels.
Feedback loop: Monitor and update investor needs, environmental conditions, and portfolio performance.
Schedule a meeting.
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