The Resource Group money management services are designed to protect and increase your wealth by delivering the potential for significant after-tax returns, with an unprecedented level of personalized service and expertise.
The result is a well-tuned Five-Step Asset Management process designed to respond to your individual needs while also responding to the dynamics of capital markets.
Through personal consultations with you, The Resource Group develops a personal profile of your individual investment needs and objectives, your time horizon and attitude toward investing.
The Resource Group develops a Personalized Asset Allocation policy based upon your needs and objectives. This policy maximizes your investment returns relative to your risk tolerance through a carefully diversified allocation of your investments.
Your Asset Allocation policy is implemented by investing in a well-diversified portfolio and is managed by carefully selected management firms and managers.
Your investment portfolio is carefully monitored on an ongoing basis to ensure that it remains consistent with your agreed-upon asset allocation policy. If the relative value of investments in your portfolio changes enough to become inconsistent with this policy, it is rebalanced.
The Resource Group communicates with you on a regular basis and provides a comprehensive reporting package including account level performance reports and statements providing details of your account - including total asset value and a record of all transactions that occurred during the reporting period.