The Investment Planning Process
Unlike mutual fund companies or product-based investment advisors, Cabot does not have a list of portfolio allocations or product offerings. Your portfolio is developed based upon your particular needs, tolerance for risk, and time horizon.
Determining Investment Objectives
Understanding that each client has a very unique set of circumstances, we provide them with a highly customized global investment strategy that is designed for their particular needs. After assessing a client’s situation, we are better able to determine an asset allocation that will produce the returns needed with a risk level that the client is comfortable with.
Developing the Investment Policy Statement
Your financial counselor will work closely with you to develop an Investment Policy Statement. This document, which is updated annually or as required, serves as our guideline to the types of investments that are suitable in reaching your financial goals as well as how your results will be measured. Just as each client is unique, so is their Investment Policy Statement.
Measuring Results
We examine your investment portfolio closely because while we take pride in our investment returns, our real measure of success lies in the realization of your financial goals.
Reviewing Investment Objectives
Like most of us, you want to ensure that your financial future is secure as you journey through life. As your life changes, your investments should change with you. We continually monitor your investment objective to make certain that your assets are always working for you.
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