Our Planning Process



Once it’s determined there’s a fit between MacBeth MacLeod Partners and a client, the next step is to implement Our Planning Process into the financial plan. This consists of understanding your objectives and goals and your opinion on future anticipated milestones, or Your Critical Financial Events. We then utilize a continuous 5-step process building your portfolio according to your specifications on risk tolerance and time horizon. This continuous process is what we refer to as The Pathway to Balance.





1.    Establish

  • Establish investment policy
  • Establish goals/needs/objectives
  • Assess risk tolerance

2.    Customize

  • Customize asset allocation strategy

3.    Construct

  • Portfolio construction
  • Investment research and due diligence
  • Manager selection / security selection and allocation

4. Monitor

  • Monitor & adjust portfolio

5. Report

  • Report & evaluate