Investment Process
Designing custom portfolios to meet individual needs
SVA Plumb Financial works through a logical investment process with our clients
to develop and maintain investment portfolios. We work with each client to define
goals and objectives as well as to determine the client’s comfort with various levels
of volatility or value fluctuation. We then design a portfolio to fit that individual
client’s parameters.
Once the basic structure is set, we will formalize it in an investment policy statement.
The appropriate specific investments are then selected to create the portfolio.
Our professionals continue to monitor the investments and meet with clients to determine
whether changes are necessary or advisable.
Learn more about the steps involved with SVA Plumb’s investment process.
To learn more about the services SVA Plumb Financial can provide for you, contact us at (888) 856-8801.