Before dollar one is invested, we complete our five-step process – "The Comprehensive Wealth Management Experience" – to understand your goals, risk tolerance, tax sensitivities and time frame. This becomes a holistic overview of where you are today and a roadmap to where you seek to be tomorrow.
The investment philosophy of Sarian Strategic Partners focuses on the creation and preservation of client wealth. We believe that the cornerstone of this process begins with the construction of a formal investment policy statement which then serves as the road map to guide future portfolio decisions. Our investment process can be viewed as a three step process.