Services

The advisory process begins with one or more in-person meetings. During this “discovery process” the broad goals are to:

1. To understand the client’s financial resources, investment priorities,  constraints and liabilities
2. To create an Investment Policy Statement that demonstrates an understanding of client’s financial goals together with a detailed investment asset allocation strategy
3. To specify various “action steps” designed to implement, monitor, and rebalance client’s portfolio(s) on an ongoing basis  

All of these steps are designed to assist us in the development of clear investment objectives. With Ronald Coleman Advisors, you’re not simply another account number. We strive to offer proactive service and promise to reach out to you on a regular basis and to let you know if there are important changes we need to consider.

investment advisory services

business services