Broker Check

The Van Reed Wealth Management Five Step Process:

1. Determine your Risk Profile and Objectives

Through personal consultations with you, we develop a personal profile of your individual investment needs and objectives, time horizon, and attitude toward investing.

2. Set your Asset Allocation Policy

We develop a personalized asset allocation policy based on your needs and objectives as identified in Step 1. This policy seeks to maximize your investment returns relative to your risk tolerance through the carefully diversified allocation of your investments.

3. Diversify Across Asset Classes and Within Styles

Your asset allocation policy is implemented by investing in a well-diversified portfolio and is managed by preeminent institutional money management firms, not normally accessible to an individual investor.

4. Rebalance your Portfolio

Your investment portfolio is carefully monitored on an ongoing basis to ensure that it remains consistent with your agreed-upon asset allocation policy. If the relative value of investments in your portfolio changes enough to become inconsistent with this policy, it is rebalanced.

5. Report the Results

We will communicate with you on a regular basis and provide a comprehensive reporting package including account level performance reports and statements providing details of your account -- including total asset value and a record of all transactions that occurred during the reporting period.