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Sound

IA sound process must begin with logical investment selection. Since there is no "one size fits all" investment or asset allocation, ACI arrives at a unique recommended portfolio after extensive client suitability analysis, which includes assessment of risk tolerance, risk capacity, and Monte Carlo simulations.

Our "Sound" process is a culmination of our "Smart" and "Strategic" approaches to investing. Client needs and investment suitability are the primary considerations in assigning any combination of asset classes (stocks, bonds, and cash) or investment type (mutual funds, Exchange Traded Funds, tax-advantaged investments) to arrive at a prudent asset allocation. Specific investment recommendations are then made utilizing ACI's smart and strategic models to arrive at a unique investment portfolio for the client.

With that said, ACI does not engage in market timing or speculation or take unreasonable risk to achieve higher returns for clients. Higher returns are always welcome but should not be the primary goal. Proper asset allocation is the most important aspect of investing.

Clients of ACI enjoy the advantage of having an independent, unbiased, fee-only financial planner in their corner acting with prudence and diligence by following a logical process founded by a prudent investment policy. This fiduciary standard of conduct does not end with the initial client meeting and investment selection. In fact, investment monitoring, rebalancing, and recommendations continue throughout the duration of our valued client relationship, which makes for a truly sound process.