RR Portfolios
An Investment Advisory Firm
Our Process
Introduction
We will conduct a complimentary consultation meeting to gather data, understand goals, assess risk tolerance and determine a portfolio strategy based on the type of account. The portfolio manager will endeavour to understand the client and simultaneously answer questions that the client might have. At this point, the client can choose to continue the process and engage RR Portfolios, LLC.
Implementation
Here is when a client can choose the recommended portfolio strategy or another. The portfolio strategy can always be updated or changed later on. The implementation process involves signing an investment advisory contract, setting up brokerage accounts, and transferring assets.
Monitoring & Updating
Implementation is only the initial part of the investing process. On an ongoing basis, monitoring of client investments and updating the portfolio strategy based on a client's investment goals (which change as life goes on) will occur. Consultations and strategy review will be done to help the client and portfolio manager understand what is best for each portfolio.
Annual Meetings
1. Performance review of portfolio
2. Net worth overview correlating to client investments
3. Investment strategy discussion
4. Investment opportunities
5. Portfolio Analysis