The moment the market or your personal circumstances change, we can make the necessary adjustments to your portfolio:

- Does your portfolio contain the same stocks as before the technology bubble burst?
- When did your investment advisor last contact you with a good recommendation?
- Do you meet your advisor as often as you would like?

Defining the composition of the portfolio is the beginning not the end of the investment process. Finally we close the circle. Just as for a regular medical check-up, we believe it is important always to return to the first stage in our advisory process, making sure that your selected strategy still meets your needs.