Our Disciplined Process
At Prentis Wealth Management, we believe that the process and discipline essential to achieving investment success includes making a plan, executing the plan and reviewing the plan.
Our approach to creating investment portfolios begins by aligning your investments with your goals and risk tolerance.
- Learn your story: where you have been, where you are, and where you are going
- Discuss values, goals, transitions, hopes, priorities, and concerns
- Understand your perspectives on important money issues
- Uncover the resources available to you today and that will be available to you in the future
- Organize your finances and analyze your current situation
- Develop a personalized investment plan around your current and future lifestyle and legacy goals
- Define investment objectives and any specific portfolio constraints
- Design an asset allocation and conduct stringent due diligence to identify the best-in-class strategies that may both align with your values and fit your distinct needs
- Review the proposed asset allocation and investment plan
- Review the recommended investment portfolio
- Make specific recommendations related to all aspects of your financial life
- Initiate your investment plan following mutual agreement
- Execute solutions in an independent, objective, and unbiased manner
- Phase in the investment recommendations focusing on reducing costs, taxes, and risk
- Collaborate with other trusted advisors–CPAs, estate planning attorneys, etc.
- Evaluate progress according to your plan
- Reconfirm your goals, values, and cash needs
- Adjust your plan and investments when necessary as markets, tax laws, and your needs evolve
- Keep you and your advisors informed and help you navigate timely options and opportunities
We believe portfolio construction should be tailored to the individual. We want to learn about you and develop an asset allocation that we believe will best meet your unique goals—combining our own research with that of leading third parties. We build and manage your customized portfolio by selecting best-in-class investments that align with your values and help meet your individual, family or institution’s needs.
1 IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.