Asset management, the first stage of the FDP Wealth Life Cycle™, is all about the process – with the goal of optimizing investment performance without taking undue risks. Making you comfortable with the plan is key, as staying invested for the long-term gives you the best chance of meeting your goals. Our philosophy is goal-based – rather than measure performance on a relative basis, we keep focused on making sure that you are on track to meet your short-and long-term goals.
Our process includes:
- Discovery – We learn about you, your investment goals and your ability to assume risk. We also analyze your current investment and risk management plans;
- Observation and Assessment –Next we discuss the results of the discovery process with you, and as part of your Confidence Blueprint, present to you revised asset allocation and investment plans;
- Plan Formalization and Implementation – Once you have approved the plans, we formalize our understanding into your Investment Policy Statement, which helps measure your progress and keep you on target; and
- Ongoing Monitor and Review – Our commitment to ongoing communications, quarterly review meetings and annual checkups is governed by your Servicing Policy Statement.
Learn more about: Retirement Solutions | Legacy Planning