Every client's investment strategy is tailored to your specific goals, needs, and risk tolerance while keeping an eye on the ever-changing market conditions.
Customized Solutions
High Step Consultants offers a wide range of customized investment solutions that limit risk while optimizing potential returns by leveraging the expertise of renowned investment managers. Each investment plan is prepared according to the specific goals, needs and risk tolerance of each client, taking into account the changing market situation. In an investment market dominated by passive investing, we strive to provide value-added capabilities to clients who want to outperform their peer group.
Our financial advisors are highly skilled in balancing multiple asset classes and creating a balanced investment strategy that meets your investment goals.
Our full range of options include:
- Separately Managed Accounts
- Multi-Manager Accounts
- Unified Managed Accounts
- Mutual Fund Strategies
- ETF Strategies
- Alternative Investments
Identifying Your Goal
Our investment approach begins with an assessment of your needs and goals. A profile is created that highlights your investment goals, risk tolerance and investment time horizon, which is then used as a cornerstone of a long-term investment strategy. Once approved, we will work with you to develop an investment strategy that is right for your situation.
Developing Your Investment Strategy
Based on your personalized risk profile, our financial advisors help you weigh different asset classes (such as stocks, bonds and cash) and diversify your holdings to minimize risk and improve the security of your portfolio.
Your Investment Plan
Our financial advisors are able to introduce clients to the best investment managers specializing in a wide variety of asset classes thanks to a thorough screening and due diligence process that examines a wide range of investment opportunities. We can provide you with a combined management and allocation strategy that best meets your goals by selecting the right managers for your customized investment plan.
Monitoring Your Portfolio
After investment, your portfolio is continually evaluated to ensure it stays on track to meet your investment goals and objectives. In addition, our financial experts are ready to help if market conditions or other factors lead to a deviation from the original plan.