Goal Setting: We develop a set of goals and objectives for your financial life that are unique to you.
Investment Theory: We assist you in deciding how much risk you wish to take with your investments. We also present you with an initial analysis of your current portfolio.
Financial Independence: We provide you with a firm understanding of how much you need to save if you are pre-retirement and how much you can spend each year if you are already financially independent.
Investment Policy Guidelines and Portfolio Recommendations: We will review a set of written guidelines for your portfolio(s) and make specific recommendations for how to invest.
Portfolio Reports: We will review your quarterly portfolio reports with you.
Assessment Interview: We want continuous feedback, and hold these sessions to ensure that we are exceeding your expectations.
During your first year as a client, we generally request a series of planning sessions, so that we can work together to establish the best course of action and the most accurate picture of your needs and goals.
192 Lexington Avenue, Suite 204
New York, NY 10016
ph: 646.633.4540
fax: 646.607.3873
info@rgaia.com