Helping our clients manage their wealth as a financial advisor is a job that is never finished. Life changes, so does our financial life. Nason Hill believes the best results come from following our iterative six-step process, combined with a continuous focus on the long term.
We take our job of managing our clients’ wealth very seriously. We understand that as life changes, so do our financial needs. Our iterative six-step process – along with a continuous focus on the long-term – is designed to bring the best results to our clients.
Listen – Meet to understand your personal and unique situation including your investment goals, risk tolerance, time horizon, and tax situation. We ask questions about your lifestyle, career path, business, children, philanthropy and aspirations.
Develop – Once we have a clear understanding of your situation, including items such as your balance sheet, cash flow, and estate planning, we work with you to develop a long-term investment plan. An important part of this is the Investment Policy Statement with asset allocation strategies.
Implement – Based on your goals, we invest your assets into what we believe are the best investments for each asset class. We identify optimal combinations of individual investments and asset classes, such as stocks and bonds, to meet your goals.
Search – We continuously search the investment horizon for the best investments in each asset class and the best combination of asset classes. With over 30 years of experience we are uniquely positioned to identify these investments and unusual opportunities or risks in the marketplace.
Monitor – Provide ongoing monitoring of your portfolio to assess your progress toward your goals via regular reviews. We make changes to the investments as needed.
We provide quarterly performance reports and a secure client portal to allow clients to access their accounts on a computer or mobile device. We will provide timely updates on important financial developments.
