A financial advisor’s role is not to pick stocks or time the market, but to design and implement a financial plan based on your time horizon, investment objectives, and ability to tolerate risk.

Putting You in the Investment Process

There is a wide and ever-changing assortment of investment options. We can help cut through the confusion to
build an investment plan that is right for you – one that not only produces desired returns, but also minimizes taxes and investment risk. Once we have a comprehensive picture of your circumstances and concerns, we will design a
plan to meet your unique needs.

Personal Consultation

rough personal consultations, your Tribeca advisor identifies your Investor Profile based on six key factors: time horizon, net worth, savings rate, risk attitude, investment knowledge and money values.

Investment Proposal

Tribeca then generates an Investment Policy Statement (IPS) based on your Investor Profile. e IPS is designed to maximize returns relative to your risk tolerance.

Portfolio Implementation

Tribeca invests the assets in strict accordance to the IPS in a portfolio of institutional-grade asset class funds.

Performance Reporting

Tribeca provides you with a comprehensive reporting package that includes portfolio performance and all transactions made for the quarter.

Rebalancing

Continuous monitoring ensures that your portfolio remains in compliance with your IPS. Tribeca periodically rebalances the portfolio back to the original guidelines.

Regular Communication

Your circumstances may change over time, bringing new opportunities and challenges. Your Tribeca advisor will communicate with you regularly to provide ongoing financial advice.