Investment/Wealth Accumulation Planning

A safe trip down the path to financial security requires goal setting, foresight and planning. At Cherry Street Partners, we understand that everyone’s goals and needs are unique and that each one of us travels at different speeds and even along different routes along that path to financial security.

While every investor desires the most return with little or no risk, we believe the best investment plan provides the necessary returns to meet financial objectives with a level of risk that is appropriate for that particular investor. That is why our process for successful investment planning is based on:

1. Having a clear vision of our client’s financial goals and objectives
2. A thorough understanding of our client’s risk tolerance
3. Striking a balance between maximum performance and safety of principal
4. Performing systematic portfolio reviews and evaluations

Every investor is confronted with a multitude of investment choices and multiple risks. It is our belief that a balanced approach that utilizes multiple asset classes to combat multiple risks will reward the patient investor with excellent returns while minimizing portfolio volatility. As a result, the most important step of our process will be the development of a customized Investment Policy Statement.

The Investment Policy Statement is the document that will ensure the long-term adherence to your specific investment program and covers the policies, practices and procedures for managing your investment assets. It combines the information that is specific to you, including goals, time horizon, risk tolerance, asset allocation, tax planning and expected performance into a roadmap or template for financial success.

Once the plan is implemented according to the Investment Policy Statement, Cherry Street Partners is committed to ongoing portfolio evaluation & measurement, and a personalized monitoring process to ensure that plans are current and portfolios remain optimized.

We emphasize service and ongoing communication and as our client, you can expect regular personal contact and performance reports that are timely, accurate and easy to comprehend. A knowledgeable and experienced partner can make all the difference along the path to financial security.

Financial Success…..By Design