Our Focus is On the Process
Solomon Asset Management recognizes that no two investors have the exact same needs. Therefore, we work closely with each of our clients to customize a personal investment portfolio that is based on specific goals, risk tolerances and time horizons. By focusing on the process to create and manage customized investment portfolios is how we add value to our clients accounts.
Our investment process consists of a series of four steps to ensure that each client receives investment management that is specifically tailored to meet their short and long term objectives.
While this process is presented in separate steps, it should be viewed as integrated and ongoing. The following is a summary of each of these steps:
1. Assessment of Client Goals and Objectives - Several factors are considered to help ensure that each clients obtain investment management that is tailored to meet their individual goals. We will take the time to review each client's relevant financial information such as liquidity needs, income potential and personal preferences.
2. Establish and Propose an Asset Allocation Model - Asset allocation modeling is how we create the target mix of diversified investments that serve as a guide for each client's portfolio. This is of key importance to achieving a well-balanced investment portfolio.
3. Research Investment Opportunities and Create Your Portfolio - In order to build a diversified portfolio, we believe that each and every investment decision should be supported by comprehensive and thorough research. Our research originates in-house and extends to consider reports prepared from a variety of large financial institutions.
4. Account Management and Regular Reporting - Since all of the assets managed by Solomon Asset Management are maintained with either Ameritrade or Fidelity, the reporting services include state-of-the-art computerized record keeping and real-time portfolio updates. By utilizing the investment services of these companies we are able to continually monitor each client's portfolio. Also, related performance reports are available to our client's on a confidential basis and, always in a timely manner.