Wealth Management

Aegean
Wealth Management ^®

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Investment Advisory

Our Investment Process

Goals Analysis

Risk Tolerance Analysis

Investment Implementation

Performance Evaluation

Wealth Structuring

Private Banking

Good investing requires discipline and flexibility. Discipline to remain independent in your thinking and to stick with a good strategy while simultaneously, to always be searching for new opportunities. Flexibility is required to adopt to new strategies as financial markets change and new opportunities are discovered. As we do not participate in or advocate active trading or market timing, this leaves two main decisions to make for the investment process. 1) What percentage to choose of the various asset classes within one's portfolio. 2) How to spread the purchases for each particular asset class so as to minimize the effects of market cycles. We developed the following investment approach because we feel it best accomodates discipline and flexibility and allows an efficient implementation of 1) and 2) above. Our approach to investing is a four-step approach that we give the acronym "GRIP."™ GRIP stands for: 1) Goals Analysis. 2) Risk Tolerance. 3) Investment Implementation. 4) Performance Evaluation. Our "GRIP" approach is an iterative process. At the beginning of each year we perform steps 1) through 3). Then near the end of the year we perform step 4).
Beginning of Year 1 Step 1) Goals Analysis Step 2) Risk Tolerance Analysis Step 3) Investment Implementation End of Year 1 Step 4) Performance Evaluation for Year 1	Beginning of Year 2 Step 1) Goals Analysis Step 2) Risk Tolerance Analysis Step 3) Investment Implementation End of Year 2 Step 4) Performance Evaluation for Year 2
As your goals and risk tolerance change, and the capital markets change, your investment style and selection should also change. GRIP allows for these changes as well. We feel the GRIP Approach has the most optimal mix of discipline and flexibility.