Success is easily defined when working with the Builder Investment Group team, It’s about trust, confidence, and satisfaction that – working together – we will achieve your goals through unique, personalized investment strategies that meet your needs.
Listen and plan
Our work together starts with listening to your goals and what you expect to achieve with your investment plans. This effort is much more than a brief conversation. We will have as many conversations as appropriate to help us best understand your perspectives, which may include a review of current accounts, individual goals, historical activities, and much more. These planning – and listening – conversations are essential to starting on the right path in our work together to help you achieve your goals.
Listen and plan
Our work together starts with listening to your goals and what you expect to achieve with your investment plans. This effort is much more than a brief conversation. We will have as many conversations as appropriate to help us best understand your perspectives, which may include a review of current accounts, individual goals, historical activities, and much more. These planning – and listening – conversations are essential to starting on the right path in our work together to help you achieve your goals.
create and manage
From our initial conversation, the Builder Investment Group team will create an investment plan aligned with your goals and in consideration of your available assets for investment. Our approach is comprehensive and custom, which means that we consider all types of investment opportunities – inclusive of equities, bonds, funds, and other market-based investment vehicles. We are unbiased with respect to our choices, but will stay focused on an appropriate allocation approach that is aligned with achieving your goals. And, most importantly, your accounts are actively managed and monitored by the same senior associates who established the initial relationship with Builder Investment Group.
create and manage
From our initial conversation, the Builder Investment Group team will create an investment plan aligned with your goals and in consideration of your available assets for investment. Our approach is comprehensive and custom, which means that we consider all types of investment opportunities – inclusive of equities, bonds, funds, and other market-based investment vehicles. We are unbiased with respect to our choices, but will stay focused on an appropriate allocation approach that is aligned with achieving your goals. And, most importantly, your accounts are actively managed and monitored by the same senior associates who established the initial relationship with Builder Investment Group.
review and refine
A key advantage of working with Builder Investment Group is that we actively monitor your account and the related performance, and inform you of current market trends along with key activities related to the positions held in your account. That can include our assessment of announcements from the component companies or positions in your account, competitive market influences driving valuation, or other factors that are important to consider. And, we will review results and make recommendations as appropriate to balance the investment portfolio while also keeping your risk tolerance at the forefront of our work together.
review and refine
A key advantage of working with Builder Investment Group is that we actively monitor your account and the related performance, and inform you of current market trends along with key activities related to the positions held in your account. That can include our assessment of announcements from the component companies or positions in your account, competitive market influences driving valuation, or other factors that are important to consider. And, we will review results and make recommendations as appropriate to balance the investment portfolio while also keeping your risk tolerance at the forefront of our work together.