We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax
professionals for specific information regarding your individual situation. Some of this material was developed and produced by Pembroke Asset Advisors to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Pembroke Asset Advisors, LLC is a registered investment advisor.
Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any specific securities' product, service, or investment strategy. Investments involve risk, and unless otherwise stated, are not guaranteed.
Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.