SentryManagement.com
About SentryManagement.com
Initial meetings with clients are utilized to determine risk tolerance and return requirement objectives. Also discussed are the client's time horizon, liquidity needs, tax and legal matters, and any specific or unique considerations. Special attention is given to the proper asset allocation necessary to compliment the client's goals and constraints. An investment policy is then suggested as a guideline or plan-of-action for accomplishing the client's objectives.
