Tell me about your investment process

Karlton does an excellent job of summarizing our investment process in the video above. The investment process with us is more than a onetime event, it is an ongoing process.

The process looks like this:

  • Define Goals and Objectives
  • Set Portfolio Expectations
  • Determine Asset Allocations
  • Monitor Investments
  • Review Regularly

We never consider our investment process to be ‘finished.’ Your circumstances change over the years and we will make sure we keep the process going to keep your portfolio on track. We’d love to set up a complimentary consultation for you to come in and learn more about our investment process and SH&J philosophy. Give us a call today at 303.639.5100.  

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