The Strategic Wealth Process

Once Roger has identified your objectives, preferences and risk tolerance, he then formalizes your investment strategy, designed to help frame these parameters and provide discipline in the implementation and ongoing rebalancing of your portfolio.


Roger helps you develop an asset allocation strategy based on your objectives and risk comfort level.  A strategic selection of asset classes and investment styles is the basis for a well-diversified portfolio.  Diversification among asset classes with low correlation can help reduce the volatility of your portfolio.

After the asset allocation decision has been made, Roger helps you select the appropriate investment vehicles and managers according to the allocation strategy.

He then monitors the investment managers in your portfolio to make sure they stay on track toward fulfilling their stated objectives.  And your portfolio is automatically rebalanced on a regular basis keeping it aligned with your stated investment goals.