Investment Process
Designing custom portfolios to meet individual needs.
SVA Plumb Financial works through a logical investment process with our clients to develop and maintain investment portfolios. We work with each client to define goals and objectives as well as to determine the client’s comfort with various levels of volatility or value fluctuation. We then design a portfolio to fit that individual client’s parameters.
Once the basic structure is set, we formalize it in an investment policy statement. The appropriate specific investments are then selected to create the portfolio. Our professionals continue to monitor the investments and meet with clients to determine whether changes are necessary or advisable.
Learn more about the steps involved with SVA Plumb’s investment process.
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