INVESTMENT PROCESS

Specialized expertisepersonalized service, and attention to detail are rare qualities in today’s society. But when it comes to managing a substantial portfolio, these qualities are absolutely essential. Before asset management begins, SIMI develops an understanding of your investment goals and provides the individual management assistance needed to help your portfolio achieve these goals. Once the initial portfoliio is established, SIMI monitors and adjusts it over time, engages in an ongoing risk management function, and provides ongoing reports to clients.

The steps SIMI follows when establishing a relationship:

Getting to know you
Deciding asset allocation
Selecting equity and fixed income securities

Ongoing features of a client relationship:

Monitoring portfolios
Risk management
Client communications