Our Process
Our Process
Today’s Investors Understand the Potential Rewards of Equity Investing.
We believe that honesty and transparency are fundamental to creating a strong relationship when dealing with investing. We hope to build this foundation by setting the appropriate expectations about our process, which was developed to be a solution to the lack of time, expertise, and patience clients may face when trying to make sound day-to-day investment decisions.
Thomson Investment Group’s disciplined strategy provides active management of our client's investments. Our strategy and our extensive allocation process are used to enhance returns and minimize risk potential. Together our team designs individualized investment plans based on our client discovery and investment process.
Step 2: Discovery
We believe that spending time getting to know our clients creates efficiencies and allows us the discretion necessary for agility in our management of your investments. During this step of our process, we seek to learn about your personal and financial goals, current outlook, time horizon, and risk tolerance, among other things.
Step 3: Planning
Armed with extensive knowledge of you and your needs, we then work together to create a strategy that will help coordinate your assets and position you to achieve your goals. In this step of the process, we present you with a portfolio of potential investment choices that we discuss with you. Our goal is to give you the knowledge to make the decisions that you feel comfortable with. Upon approving our plan, we will move forward with the paperwork. We immediately begin scheduling review sessions to ensure consistent communication and attentive management of your assets.
Step 4: Implementation
After your approval, we begin putting the plan into action by strategically moving assets in line with your plan. Generally, the accounts are moved over to LPL Financials’ compliant platform and we begin to oversee the various reallocations of the portfolio in line with your investment objective and wealth plan. Client’s also gain access to Thomson Investment Group’s advanced technology designed to provide consolidated access to all your financial accounts, assets, liabilities, and information in a single secure location through your Personal Financial Homepage. Your homepage includes retirement tracking capability, cash flow models, insurance, wealth, estate planning information, and automatic account/asset allocation alerts.
Step 5: Monitoring
While you focus on your life and enjoy the things important to you, we remain vigilant in tracking your investment progress, monitoring the markets, and ensuring your portfolio aligns with your investment objectives. By allowing us discretion over your investment accounts, we can quickly adjust your portfolio when necessary. In addition to in-person portfolio reviews, client’s can track their portfolio online using their personal financial homepage. Our strategy is built for the long term, and designed to suit your individual aspirations and circumstances.
Step 4: Monitoring
While you focus on your life and enjoy the things important to you, we remain vigilant in tracking your investment progress, monitoring the markets, and ensuring your portfolio aligns with your investment objectives. By allowing us discretion over your investment accounts, we can quickly adjust your portfolio when necessary.
Building capital to generate current and future income is a primary objective of any investment strategy. Our strategy is long-term, designed to suit your individual aspirations and circumstances. It provides a durable framework in which to make specific investment decisions.