Our Investment Process

Our investment process involves four comprehensive steps: identifying your goals and objectives, developing your strategy, implementing your new portfolio, and monitoring your investments.

Each step of our process is tailored to simplify your financial life and ensure your investments serve your unique needs and situation.

Identifying Your Goals and Objectives

Understanding who you are and what you want to accomplish is essential for us to be a good steward of your investments. We build your investment portfolios based on your goals and objectives. We start by gathering information and clarifying your objectives to ensure your investments are aligned with your goals, time horizon, and risk parameters, among other considerations.

Considerations for Your Goals:

  • Preparing for Retirement
  • Legacy Creation
  • Giving to Charity
  • Socially Responsible Investing/ESG
  • Performance Expectations
  • Income Needs
  • Anticipated Cash Needs
  • Tax Considerations
  • Saving for Education
  • Purchasing a Home or Rental Property

Developing Your Investment Strategy

Once we have identified your financial priorities, our team at Wilkinson Wealth Management will work with you to determine a customized investment strategy. We are an independent financial advisory firm with no proprietary funds or investments to sell and access to a full breadth of investment choices. Supported by the knowledge of our experienced research strategists, we will identify the most appropriate investments based on:

  • Risk Tolerance
  • Time Horizon
  • Asset Allocation Models
  • Diversification
  • Socially Responsible Investing/ESG Screening
  • Correlation Between Asset Classes
  • Investment Platforms
  • Investment Types
  • Investment Managers
  • Risk/Reward Characteristics of Asset Classes

Implementing Your Portfolio

Now that we are ready to bring your portfolio to life, we will review your customized investment selections. After confirming the final portfolio allocation and construction, we will walk you through what to expect with the remainder of the process. This may include opening accounts, transitioning your existing investments, timing of trades, implementation of your new strategy, and completing any additional administrative tasks. Steps we may take with you include:

  • Determine the Type of Account
  • Ownership and Beneficiaries
  • Discuss the Source of Funds
  • Complete and Sign All Paperwork
  • Transition Your Existing Securities
  • Linking outside bank accounts for withdrawals/deposits

Monitoring Your Investments

Client Centered

Once your investments are implemented, we will monitor and review your portfolio, making changes as needed, to maintain an optimized and efficient investment allocation.

Communication is key to this final step. In addition to emails, phone calls, and updates, we will meet with you at least once a year. It is essential that we review your strategy with you annually and are aware of any changes in your life so that we adjust your portfolio accordingly. 

This truly is a partnership, and we cannot do it without your continued input. Topics covered as a part of our review process include:

  • Active Portfolio Reviews
  • Rebalancing Discussions
  • Performance Reports
  • Periodic Examination of Investment Strategy

Use to form below to ask us a question or to set up an initial consultation - it's the best way to evaluate how we can help, and the first consultation is always complimentary.

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