Once you’ve set the philosophical framework from which you operate, it’s time to review the principles that guide these discussions: The first principle is faith.

We do all we can through our wealth management architecture and portfolio management structure to ensure a safe journey for clients and their families. The philosophical and structural framework is objective, based on truth; the specific tactical decisions will fall more in the realm of reasoned and well-researched opinion.

For additional information and resources on annual client review, please review the videos in this series.