To help you pursue your financial goals, we employ a disciplined investment management process.
- Identify your goals, values, dreams, special concerns/challenges
- Determine risk tolerance
- Analyze current investment portfolio
- Develop asset allocation strategy & investment strategies
- Portfolio construction
- Select products, advisory platforms, and managers
- Execute investment strategy
- Open new accounts
- Transfer existing accounts
- Conduct trades to execute agreed-upon investment strategy
- Monitor progress and make necessary adjustments
- Develop schedule for review meetings/ calls
HaydenRock Financial, LLC offers a quarterly review process so that our clients can always be up to date on their financial status. Whether it is over the phone or in person, you will be open to discuss any and all of your questions you have with your consultant. This also allows for our team to stay informed on all of your currents needs and any lifestyle changes making it easy for you to feel confident and comfortable with your investments.