Our Firm
Vero Beach Global Advisors Process
When a client first approaches us for wealth management, our top priority is to make sure we understand the clients’ optimal financial goals and what risks the client is comfortable taking for the sake of long-term success and stability. With this knowledge, we strategically assemble a diversified portfolio that aims toward financial longevity and stability, even amid constant change.
Before you begin working with any one of the private wealth management firms in the area, define what financial success means to you. This is a key component to your financial portfolio and should be communicated precisely to your financial advisor.
How do we define success for our clients?
For our team at Vero Beach Global Advisors, we define financial success through the lens of what gives our clients the most stable, long term returns and principal protection for their investments.
We accomplish this by identifying the following key aspects of financial success
- Have a clear understanding of our clients’ desired outcomes and goals
- Prioritize clients’ financial goals and concerns to achieve a calculated diversity within their comfort zone
- Review clients’ asset allocation process and come to an agreement upon the appropriate ranges for asset classes
- Analyze clients’ current financial standing and legacy holdings, as well as identify any current financial constraints or risks
- Calculate an appropriate timeline for financial goals
