No factor affecting investments, of course, remains static. Individual holdings, industry trends, the national economy, legislative developments and global socio-economic conditions are all dynamics that demand continuous review. In addition, individual investment needs and priorities shift as life and circumstances take their course.
For all these reasons, investment consultants at Sentinel Financial Services constantly surveys the financial landscape for both subtle shifts and sea changes that may impact our clients' planning.
We are constantly on guard to ensure the portfolio is on track to meet our client's goals and objectives and that the money managers are adhering to their investment philosophies. As we perceive the need, we use the information from our monitoring to make adjustments to our client's portfolio. We understand that rebalancing the portfolio is an ongoing process and appreciate that while there is a science to investment strategy, there is also an art.
If you would like to review any of the previous steps, please select the appropriate item below:
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