City Of Grand Rapids | The Grand River

Investment Process

The Investment Process

INVESTMENT PROCESS

Getting to know you - Establishing an Asset Allocation - Implementing your investment strategy

IDENTIFY

Identify financial goals & constraints.

CREATE

Create an investment policy statement & determine strategy.

IMPLEMENT

Implement a cohesive investing strategy based on your goals, timeline, and risk tolerance.

MONITOR

Continually monitor & adjust your investment strategies, as needed.

RESPOND

Respond to changes in market, or clients’ circumstances.