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Our Process

It Starts with You and Ends With You

You are at the center of our process. We thoroughly examine your current financial picture while learning about your goals, concerns, and anything else that could affect the strategy we develop.

Eberhard Cramer applies a proprietary financial model that incorporates our long-term asset class return expectations with year-by-year changes in your income, spending, taxes, gifting, and other financial activities. This allows us to project potential future portfolio outcomes based on any combination of changes to the model’s inputs.

Our team examines whether a particular asset allocation program is appropriate for your portfolio growth objectives over the long term. The most successful investment portfolios are made up of several mixed-asset classes, this should be a reflection on your investment outlook and financial goals.


Personal Account Manager

All of our account managers have a minimum of 15 years experience in specific areas of investment.  Our personal approach is to KYC each client to find out the client's individual investment goals and then personalize each investment to their needs and timeframes.