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Our Wealth Advisory process
Our Investment Management Process
Tax & estate planning strategies
Our Tax & Estate Planning Team
About Richardson Wealth
The benefits of Richardson Wealth
Our commitment to safeguarding your wealth
Richardson Wealth embraces fiduciary excellence
My NextGen Plan
Our investment management process
STEP 1 – Determine Investment Goals and Objectives
Gather information on return objective and risk profile.
Define time horizon, liquidity requirements and any other unique circumstances.
STEP 2 – Create a Personalized Investment Policy Statement (IPS)
Establish asset allocation to manage portfolio risk.
Macroeconomic analysis for tactical/opportunistic decisions.
Disciplined selection of third party managers.
STEP 3 – Our Model Portfolios and Security Selection Process
Select investments/third party managers through rigorous research and analysis.
Ongoing analysis/research with the purpose of validating or terminating mandates.
Diversification in terms of asset class, sector, and geography. A global approach of managing risk.
Use of active (stocks, mutual funds) and passive (ETF) investments instruments/mandates to construct portfolios in order to achieve superior risk adjusted return in a cost efficient manner.
Use of alternative investments strategies to help smooth the overall portfolio volatility and to enhance returns.
STEP 4 – Portfolio Performance Appraisal and Re-balancing
Quarterly portfolio performance and discussions on macroeconomic environment and portfolio characteristics.
Ongoing portfolio re-balancing to control risk.