The IAM investment process is a holistic approach that considers your entire financial picture. We customize a portfolio strategy to your situation, implement the strategy, and make tactical adjustments while monitoring the results over time. In this manner we ensure that you remain on track to meet your financial goals.

Risk and return are fundamental considerations in any portfolio investment strategy. At IAM, we look at risk from your perspective – in terms of the possibility of not meeting financial goals or of suffering an unacceptable decrease in portfolio value. We manage this risk through diversification, knowledge of how specific investments perform under expected economic conditions, and by modifying your overall investment strategy to best benefit from changing market conditions.

A well-diversified portfolio is the cornerstone of a successful investment strategy. Core holdings in stocks, bonds, and cash should be combined with asset classes such as real estate, commodities and currencies for maximum benefit. A global perspective is important as many of the world’s best investment opportunities lie outside of North America and Europe.

At IAM you benefit from a comprehensive yearly consultation with your portfolio manager where you go over the results from the previous year and set the direction for the year to come. In this manner you can always rest assured that your investment strategy will reflect current market conditions and changes in lifestyle and financial goals. It is this combination of portfolio management and financial planning that lies at the heart of the IAM investment process.