Individual investment consulting
Believing that no two clients are alike, the Hardy|Reed team fosters a unique relationship with each client by first assessing the individual's need, and then developing personalized investment strategies that reflect those needs.
In partnership with clients advisors work to:
- Define and establish goals and long-term financial objectives
- Determine risk and a time-horizon for returns
- Construct an asset allocation model for the portfolio
- Plan strategically for income and return objectives
- Determine investment manager search and selection criteria
- Implement ongoing analysis, monitoring and performance reporting
- Coordinate consulting advice with other professional advisors, including accountants, attorneys, and insurance representatives