Investment Management
SICA is a private, independent firm. We deliver independent minded advice with complete confidentiality. We welcome the opportunity to work with your existing advisors through every stage of our wealth planning process — by combining our technical and intellectual capital we can better address all of your goals and aspirations.
Click on a step to see what we do.
STEP 1: HOLISTIC PLANNING
We engage clients in an ongoing conversation to understand their needs, challenges and aspirations — both fiscal and personal. That's because we believe the development of a holistic financial plan should focus on your values as well as the full range of monetary goals. Your plan will consider your financial responsibilities and ambitions, assets and liabilities, income needs and risk profile.
STEP 2: ASSET ALLOCATION
From there, we develop an asset allocation strategy that seeks to effectively, and comfortably, help you reach your goals — today and tomorrow. We apply judgment honed through many years of cumulative experience, as well as a deep understanding of and sensitivity to your goals and preferences.
STEP 3: MANAGER SELECTION
Your customized portfolio will be built across all asset classes, investment styles and product types. We have access to the best mutual funds and investment managers, all of whom will have to pass our rigorous due diligence process.
STEP 4: ASSET LOCATION
As part of our estate tax planning services, we will determine how and where assets should be titled. Asset location strategies can significantly enhance the success of your wealth plan.
STEP 5: FULL TRANSPARENCY
AND COMPREHENSIVE REPORTING
We make sure our clients always understand how they are investing and why. We deliver timely reports on portfolio positions and performance. And we maintain regular contact with all of our clients to ensure that you are comfortable and confident in the decisions that are being made.
STEP 6: CONTINUOUS OVERSIGHT
Our relationships are long-standing. Many of the families we have worked with in the past are in their second generation relationship with us. Our dedication and vigilance in monitoring your portfolio, working with the team of experts and realigning your financial plan as your family and your wealth grows, results in our clients relying on us as trusted advisors.