The Confidence to Live Your Life on Your Terms
John’s work with individuals and families began with a few retiring plan participants who approached him to manage their rollover IRA accounts. Over the last decade, this segment of his business has evolved to include several individuals and families who have put their trust in John and placed their assets in his care.
These relationships involve varying degrees of investment management and financial planning. John’s process for working with an individual or family begins with developing investor profiles through meetings and questionnaires. The profile is further refined by considering the client’s investment objectives, risk tolerance, time horizon, overall financial situation, and any other relevant factors.
Once the investor profile is determined, Silver Anchor will implement the agreed-upon investment strategies by purchasing appropriate individual securities or using predefined risk-based models.
Our Process
Identify
By taking the time to understand your unique financial landscape, we collaborate closely with you and your loved ones to identify suitable investment solutions that bring you closer to achieving your life’s goals.
Implement
Once we understand what matters to you and what you'd like to accomplish, we will implement the appropriate investment strategies to help you achieve your goals. Our investment strategies will be based on specific criteria such as risk tolerance, time horizon, and liquidity needs.
Benchmark & Evaluate
Once we've established our benchmark, we will periodically evaluate your portfolio's performance to ensure we are meeting your expressed goals and objectives.