Advisory Services
AmericaVest’s world-class team of highly trained, account advisors is totally client-centered. All recommendations, advice and counsel we providewill always be based on a thorough understanding of individual needs and long-term goals. Disciplined implementation and ongoing monitoring help in our success.
Our approach to investing is simple: We provide everything necessary to achieve the results investors want. Success requires having an actionable and dynamic plan. Through our separately managed accounts we offer tailored portfolios based on client guidelines for investment performance, volatility, and liquidity.
The process begins by working closely with you to understand your existing asset base, identify short and long-term goals, risk tolerance and time horizon. We then develop a long-term asset allocation framework, and implement an appropriate investment strategy. Additionally, we review and monitor each client’s portfolio on an ongoing basis and evaluate possible adjustments in response to economic changes, market trends or client needs. The diverse experience and skills of the AmericaVest team helps us in our goal of delivering strong, consistent results through a multi-step, ongoing investment management process:
Working with AmericaVest, you will benefit from:
· 100% Client Centered Practice -- For us to do well, you must do well first. Our team
structure ensures that all our clients’ needs are met efficiently and effectively.
· Planning-Based Approach -- All recommendations, advice, and counsel we give you
will always be based on your individual needs and long-term goals. Portfolios are built
to ensure that we are taking an appropriate amount of risk as defined by your investor
profile. Considered in the equation are cash flow needs, risk tolerance, performance
objectives, time horizon tax and estate planning needs, active/passive management.
· Long-Term Investment Strategy -- All investment decisions and recommendations are
based on rational expectations for long-term investment success. Strategic allocation
parameters are set to maximize your risk/reward trade-off and minimize taxation.
Manager selection is made, investment structure evaluated and there are funds allocated.
· Ongoing Consultative Approach – Once a plan is in place, the AmericaVest team
regularly monitors portfolio composition and performance, and makes investment
change recommendations based on review of objectives and strategies, world events,
altered client circumstances and/or financial market conditions.
· Contact Commitment -- You will always have access to us for consultation or advice,
and we assure a rapid response to all your questions and concerns.