It is important to design an investment plan specific to the needs of each client. This can only be done with an understanding of the goals and objectives of the client, as well as their expectations of the markets and feelings about its associated risks. It is important to understand a client’s long and short-term goals, so that both the client and our firm develop a confidence that we will achieve these goals.
Working with some of the world’s leading providers of investments, Four Seasons Investment Advisors typically custody our clients assets at Charles Schwab & Company. Through institutional channels, we are able to access investments from a broad variety of asset classes including equities, fixed income, foreign and domestic investments, and alternative investments, not always available to the retail investors.
Once a plan has been implemented, regular meetings to review progress toward goals, and to discuss changes in clients’ financial and non-financial lives are scheduled.