Investment Management
At Sustainable Investment Strategies, we are globally active. We scrutinize global market metrics to determine market trends that trigger entering or exiting global markets. While other financial services professionals continue to embrace the traditional “buy and hold” mentality, we prefer to be more engaged in our clients’ investments. We look for trends in global markets and take action to limit portfolio losses thereby protecting investment gains.
Our investment management services starts with understanding your investment goals and ends with a globally diversified portfolio. There are many steps from beginning to end. In general those steps are:
- We start with an initial consultation to determine if we are a good fit for one another. If you wish to delve further into our services you will be asked to complete a brief questionnaire about your investing experience and attitudes toward investing.
- After our initial meeting we will do a complete review of your current portfolio and prepare a recommended initial portfolio.
- In our second meeting we will present our recommendations in a seven page portfolio outline.
- Once we agree to move forward together we will have you sign all the forms needed to establish accounts with our account custodian (Scottrade), our investment management agreement, and our investment policy statement.
- Once your accounts are established we get to work allocating your portfolio to the recommended investments.
- The last step is the ongoing management of your portfolio.
What should you expect as a client of ours?
From Sustainable Investment Strategies:
- Quarterly performance review package
- Weekly Market Wrap-up email
- Monthly email newsletter
- Annual reviews (In-person where possible)
- Access to our company website and blog
From our custodian Scottrade:
- Monthly account statements
- Online access to your accounts
- Confirmations of all account transactions
