Identifying Objectives

Identifying clients’ objectives is central to developing sound investment strategies to meet their needs. The firm uses quantitative and qualitative assessments to help formulate strategies that take into account a client’s risk tolerance and seek to provide consistent after-tax returns over time. As part of this analysis, there are several considerations including, but not limited to:

• Current holdings and the strategy behind existing portfolio
• Current and future tax status
• Estate / Next generation planning
• Lifestyle aspirations and income needs
• Charitable interests
• Tolerance for market volatility

While clients come to Bel Air for a variety of reasons – including the sale of a business, inheritance, change in life circumstance, they tend to have key common objectives, among them:

• Preserving the real value of assets after taxes and inflation
• Generating sufficient income to maintain desired lifestyle
• Building the value of assets without taking inappropriate risks or sacrificing required income