Our first step in building individualized investment strategies is identifying a client’s investment goals. Your goals should reflect the stage you’re at in life, personal risk-tolerance and vision for your future. Goals should be both inspirational and realistic. We develop a unique strategy for each client based on their goals and parameters.
With the high-level strategy in place, the next step is customizing your personal portfolio. All well-done portfolio construction relies on research, industry knowledge and values. At Arazon, we understand that investments reflect your personal beliefs. We can implement your belief system in your portfolio.