Before developing your investment strategy, we take a comprehensive look at your current financial situation. We assess your financial needs, investment goals, available resources, desired rate of return, and risk tolerance. This allows us to customize a plan to fit your specific needs.

Then, we develop a unique Investment Policy Statement (IPS), a blueprint that addresses your specific risk versus return concerns. Once the IPS is in place, we provide personalized investment advice.

Our job does not stop there! We carefully monitor your holdings, and provide quarterly reports that summarize your account performance and compare it to your goals and industry benchmarks. We continue to make periodic adjustments to your portfolio, ensuring that our strategies stay on track with your needs.

Click through the sequence of six steps below to see how our investment process is designed. 

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Investment Policy Statement

Sovereign will create a wealth management proposal for the assets you ask us to manage. The proposal will encompass, at varying levels of detail dependent on your needs, the analysis of your existing investments and the associated risk within that portfolio and our recommendation(s). It will be rounded out with the final proposed Investment Policy Statement, and fundamental information on the reasoning behind our recommendations. The resulting Investment Policy Statement will act as a guide for your investments at Sovereign.