PROCESS

A Systematic and Disciplined Approach

Commons Capital Advisors | Process

As our client, you will benefit from a collaborative relationship that addresses and anticipates your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate.

Commons Capital Advisors | Process

Discover

An effective wealth management plan starts with getting to know each other. Tell us a little about yourself. We are good listeners. This will organically segue us into completing a thorough analysis of your entire financial life to accurately identify your short and long-term goals, thus establishing a solid foundation for your plan and our relationship.

Commons Capital Advisors | Process

Discover

An effective wealth management plan starts with getting to know each other. Tell us a little about yourself. We are good listeners. This will organically segue us into completing a thorough analysis of your entire financial life to accurately identify your short and long-term goals, thus establishing a solid foundation for your plan and our relationship.

Commons Capital Advisors | Process

Discover

An effective wealth management plan starts with getting to know each other. Tell us a little about yourself. We are good listeners. This will organically segue us into completing a thorough analysis of your entire financial life to accurately identify your short and long-term goals, thus establishing a solid foundation for your plan and our relationship.

Commons Capital Advisors | Process

Create

We construct an Investment Policy Statement, which is your wealth management blueprint. We show how variations to your asset allocation might impact your risk exposure or return expectations. Together, we agree on the most appropriate strategy. This may include a balance between fixed income and equity, for example, as well as private equity, hedge funds, real estate and real-return assets, as appropriate. We believe this is a crucial step that, in many cases, is overlooked.

Create

We construct an Investment Policy Statement, which is your wealth management blueprint. We show how variations to your asset allocation might impact your risk exposure or return expectations. Together, we agree on the most appropriate strategy. This may include a balance between fixed income and equity, for example, as well as private equity, hedge funds, real estate and real-return assets, as appropriate. We believe this is a crucial step that, in many cases, is overlooked.

Commons Capital Advisors | Process

Create

We construct an Investment Policy Statement, which is your wealth management blueprint. We show how variations to your asset allocation might impact your risk exposure or return expectations. Together, we agree on the most appropriate strategy. This may include a balance between fixed income and equity, for example, as well as private equity, hedge funds, real estate and real-return assets, as appropriate. We believe this is a crucial step that, in many cases, is overlooked.

Commons Capital Advisors | Process
Commons Capital Advisors | Process

Implement

With a documented and agreed upon strategy set forth in the investment policy statement, we can begin to put your plan into action. Implementation may involve making changes to an existing asset allocation or executing a new one. We have the particular expertise required to invest directly in individual securities. This approach gives us more freedom to effectuate our investment ideas efficiently and cost-effectively, while retaining full control over the process.

Commons Capital Advisors | Process

Implement

With a documented and agreed upon strategy set forth in the investment policy statement, we can begin to put your plan into action. Implementation may involve making changes to an existing asset allocation or executing a new one. We have the particular expertise required to invest directly in individual securities. This approach gives us more freedom to effectuate our investment ideas efficiently and cost-effectively, while retaining full control over the process.

Commons Capital Advisors | Process

Implement

With a documented and agreed upon strategy set forth in the investment policy statement, we can begin to put your plan into action. Implementation may involve making changes to an existing asset allocation or executing a new one. We have the particular expertise required to invest directly in individual securities. This approach gives us more freedom to effectuate our investment ideas efficiently and cost-effectively, while retaining full control over the process.

Commons Capital Advisors | Process

Review & Rebalance

True value lies in responding and adapting to the ever-changing financial landscape and your dynamic needs. By remaining engaged, we can proactively address these changes. Your relationship with us is based on accountability. We’ll track your progress and make adjustments as necessary. The frequency and method of communication will be set solely to accommodate you.

Review & Rebalance

True value lies in responding and adapting to the ever-changing financial landscape and your dynamic needs. By remaining engaged, we can proactively address these changes. Your relationship with us is based on accountability. We’ll track your progress and make adjustments as necessary. The frequency and method of communication will be set solely to accommodate you.

Commons Capital Advisors | Process

Review & Rebalance

True value lies in responding and adapting to the ever-changing financial landscape and your dynamic needs. By remaining engaged, we can proactively address these changes. Your relationship with us is based on accountability. We’ll track your progress and make adjustments as necessary. The frequency and method of communication will be set solely to accommodate you.

Commons Capital Advisors | Process
The cornerstone of our investment process is risk management through diversification

 Time Horizon - When will the funds be needed?

 Purpose - What are the assets intended for?

 Asset Allocation - What asset classes are suitable?

 Rebalancing - How often will the assets be rebalanced?

 Return Expectations - What is your expected annual return?

 Investments Eligibility - What types of securities will be held?

 Benchmark(s) - How will we measure the portfolio?

The cornerstone of our investment process is risk management through diversification

 Time Horizon - When will the funds be needed?

 Purpose - What are the assets intended for?

 Asset Allocation - What asset classes are suitable?

 Rebalancing - How often will the assets be rebalanced?

 Return Expectations - What is your expected annual return?

 Investments Eligibility - What types of securities will be held?

 Benchmark(s) - How will we measure the portfolio?

           

© 2018 Commons Capital Advisors, LLC.
All rights reserved.

         

© 2018 Commons Capital Advisors, LLC. All rights reserved.