Our Process
The Comprehensive Wealth Management Experience
Our Five Step Process
Before dollar one is invested, we complete our five-step process – “The Comprehensive Wealth Management Experience” – to understand your goals, risk tolerance, tax sensitivities and time frame. This becomes a holistic overview of where you are today and a roadmap to where you seek to be tomorrow.
A Process Built by Our Clients, For Our Clients
1 | The Comprehensive Assessment
Gather information
Establish and prioritize your goals
Concerns surrounding risk, liquidity and tax efficiency
2 | The Goal Clarifier
A gap analysis of where you stand relative to your goals
Assess your current strengths
Shed light on issues that warrant additional consideration and guidance
Lay the framework to develop a custom financial plan
3 | The Strategic Solution
Create a custom financial plan with clear steps to meet your priorities
Construct a detailed Investment Policy and Service Agreement
Review strategies to improve overall tax efficiency and Portfolio Analysis
4 | The Implementation Formula
A clear set of steps we help you execute to put the plan in motion
Coordinate with your tax, legal and insurance advisors
Integrate holistic view of your investment portfolio
Set standards for ongoing review and monitoring of goal achievement
5 | The Path Navigator
Proactive communication and contact to keep you on track as your situation and external changes occur
Regular portfolio rebalancing
Our Investment Philosophy
The investment philosophy of 2/13 Strategic Partners focuses on the creation and preservation of client wealth. We believe that the cornerstone of this process begins with the construction of a formal investment policy statement which then serves as the road map to guide future portfolio decisions. Our investment process can be viewed as a four step process.
1 | Assess
Profiling & Risk Assessment. We want to know more about you so that we can help you reach your goals and optimize your experience.
2 | Formalize
Investment Policy Statement. The IPS is designed formalize your specific investment needs including risk tolerance, return requirements, and investment constraints.
3 | Implement
Portfolio Construction & Implementation. Based on your input we construct a portfolio that fits your investment needs. We work with you through the transition and implementation process to minimize any disruption to your portfolio.
4 | Monitor
Portfolio Monitoring. Your portfolio is reviewed on regular basis to ensure that it remains in line with your goals and objectives.
565 Swedesford Road
Suite 210
Wayne, PA 19087
Office: (610) 850-9050
Fax: (610) 471-0566
Toll free: (888) 598-9063
Resources
- Blogs
- Media
- Whitepapers
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
© 2024 Hightower Advisors. All Rights Reserved.