The Seven Step Investment Management Process is well understood by serious industry participants.

Few do it all. Most will do the minimum required of Step One – adhere to  the Know Your Client Rule. All will faithful execute Step Four – this is how they get paid. The custodian will provide the minimum allowed by Step Five.

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Step One

Determine Investment Objectives and Constraints
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Step Two

Create an Investment Policy Statement
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Step Three

Establish a Strategic Asset Allocation
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Step Four

Select Securities
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Step Five

Monitor the Markets and the Client
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Step Six

Appraise the Portfolio’s Performance
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Step Seven

Re-balance the Portfolio

The Seven Step Investment Management Process is well understood by serious industry participants.

Few do it all. Most will do the minimum required of Step One – adhere to  the Know Your Client Rule. All will faithful execute Step Four – this is how they get paid. The custodian will provide the minimum allowed by Step Five.

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    Step One

    Determine Investment Objectives and Constraints

  • icon

    Step Two

    Create an Investment Policy Statement

  • icon

    Step Three

    Establish a Strategic Asset Allocation

  • icon

    Step Four

    Select Securities

  • icon

    Step Five

    Monitor the Markets and the Client

  • icon

    Step Six

    Appraise the Portfolio’s Performance

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    Step Seven

    Re-balance the Portfolio

This is not good enough.

EWM adds Step Zero: A financial plan that provides all the thoughts and analyses to proceed to Step One.

We then enhance it all with a new coaching program called The Gratifying Harvest. The program helps you enjoy your future by carefully harvesting cash flow from your lifetime of savings or preparing you to do so. The Gratifying Harvest is an advanced program that takes everything to a much higher level and is only available from Efficient Wealth Management.

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Step Zero

Analysis &
The Gratifying Harvest
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    Step Zero

    Analysis & The Gratifying Harvest

This is not good enough.

EWM adds Step Zero: A financial plan that provides all the thoughts and analyses to proceed to Step One.

We then enhance it all with a new coaching program called The Gratifying Harvest. The program helps you enjoy your future by carefully harvesting cash flow from your lifetime of savings or preparing you to do so. The Gratifying Harvest is an advanced program that takes everything to a much higher level and is only available from Efficient Wealth Management.

Manage your money better, schedule a meeting

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