Investment Process

Active Investment Management

At Nabell Winslow, we focus on producing consistent results for our clients based on their unique financial goals and needs. To deliver this successfully, we utilize an active investment management process, where we conduct regular research, review and analyze current and potential investments, and observe sector trends, which are taken into account as well. Our main objective is to help our clients achieve each and every one of their goals by actively managing the risk-to-reward ratio in their individual portfolios.

Our process can be summarized by the following steps:

Introductory Meeting

Our team will get to know you and give you the opportunity to determine whether or not we are a good fit for each other.

Discovery Interview

We will discuss your current financial picture as well as your future goals and needs and gather relevant information about your situation.

Presentation Meeting

We will discuss any recommendations that our team makes, including any reporting or modeling that we have done for your investment plan.

Implementation

Once we have reached an agreement with you about your investment plan, we will take action to implement that plan.

Although our services are available for any client that finds they can benefit from them, we specialize in assisting retirees and pre-retirees with their retirement income planning. This involves creating tax-efficient income streams to fund retirement expenses while mitigating risks, such as investment volatility or health care costs. We also work with many business owners and professionals who can benefit from advanced strategies, which coordinate their business’ finances alongside their personal finances to best achieve their goals.

Monitoring Changes

Our experienced team does not simply stop at analyzing your portfolio and aligning it with the appropriate investment strategy – we continuously monitor the performance of each unique portfolio and benchmark it to your goals. When you have changes in your life circumstances or face any unforeseen obstacles, we will adjust our approach to best address them.