Moss Adams Wealth Advisors can act as a facilitator of your investment management process rather than manage any of your funds directly. We can offer you an expert opinion and review to supplement your own planning analysis and aid you in fulfilling your personal goals based on our expertise and unbiased opinion.
Our investment consulting process may include the following:
-
Complete analysis of your current situation, which includes a review of the investment objectives that you have in mind, your risk tolerance, financial goals and current investment strategy
-
Determination of risk tolerance levels and time horizons
-
Review of cash flow and liquidity needs
-
Development of a comprehensive Investment Policy Statement (IPS) that provides long term structure and guidance for investment decisions
-
Development of strategic asset allocation models, including rebalancing strategy
-
Performance evaluation and benchmark review
-
Development of strategies to address low cost basis stock, concentrated positions and restricted assets