Investment Management
This process begins with a detailed review and analysis of the client’s current financial situation and a discussion to elicit the client’s goals and tolerance for risk. Roehl & Yi then develops appropriate asset allocation targets for the investment portfolio. Once appropriate allocation targets are affirmed by the client, Roehl & Yi designs and implements an investment strategy to achieve the client’s goals. We apply a rigorous due diligence program to select and monitor the investments we recommend. One or more of our investment professionals meet regularly, usually quarterly, with the client to review investment performance, discuss liquidity needs and evaluate the need for any adjustments to the portfolios.
