Premier Asset Management.

We start each relationship with a detailed interview to understand our clients' assets and liabilities as well as their goals and constraints. A financial plan may be a part of this first stage.

The second step involves preparing a customized Investment Policy Statement (IPS) for every client. This document serves as the marching orders for Stirling Bridge Wealth Partners and the measuring stick for clients to ascertain our successes or shortcomings.

Portfolios are constructed in the third step of our process. We utilize risk-appropriate tools in a mix suitable for achieving client objectives. During the construction phase, we focus on maintaining efficiency and low expenses.

There is no final step of our process. Instead, we constantly monitor client portfolios with regard to the IPS. We update holdings in a tax efficient/low cost manner when forecasts warrant. We meet with clients at regular intervals to ensure that you are well informed.