Evaluation
Evaluation begins with backtracking and discussing with your advisor what you have done to date. What your experiences have been both positively and negatively with financial discipline, other investment advisors, investments, and various investment accounts. Evaluation is our opportunity to understand what risk-taking means to you both in terms of investing, as well as your life decision making processes. We guide you through the process of understanding and building your risk profile, which allows for the development of an investment plan that properly reflects you and your family. The evaluation process is the beginning of your financial journey with Ein Sof Advisors.
Investment Analysis
Investment Analysis is an important part of the Ein Sof investment management process. If you ask an advisor to review your accounts, many will find imperfections or flaws. What if there are none, how would you know? Having an objective and clear analysis of your assets and investments means understanding the why’s. Why are these investments not fitting? Do they not fit my objectives or are they simply different then what you would buy or invest in? Why are your recommendations most fitting, and are you acting in the capacity of a fiduciary when managing my investments? The Ein Sof investment review puts your investments under the microscope to ensure they will not only perform well but will also be in line with your comfortability from an environmental, social and corporate governance perspective.
Numbers
The most difficult part of the investment management process is calculating the numbers to fit you and your expectations and recalculating over and over to ensure that the outcome years later will be in line with your expectations at every life stage. Most investors hire an advisor or contribute to their 401k and sail off into the future and hope for the best. Investors contribute to their accounts, focus on their careers, and periodically look at their accounts. How do you know if your investment plan will provide the long-term financial security or multi-generational wealth you were looking to build? Your numbers are personal, and need to be clear, measured often, and managed to match your aspirations.
Solutions
The varying possibilities of investment solutions and advice can be overwhelming and, in many cases, paralyzing. At Ein Sof, we provide you with multiple solutions that caters to your current investment structure, takes into consideration your individual numbers, and most importantly reflects you and your family’s comfortability with risk. Each plan participant receives an investment policy statement that clearly defines the solutions for measuring, managing, and attaining the goals set out in the evaluation process.
Operational Implementation
Every step of the Ein Sof investment management process is methodical and disciplined from your original evaluation to the personalized calculations done for your investment plan. We believe that your investment discipline starts with us and our ability to execute for you. Your investment plan is implemented in stages and allows us to cater to the needs of your accounts and the targets established.
Fiduciary Review
The objective of every fiduciary is to put you before themselves with every recommendation, solution, and piece of advice provided. It is our job to be objective in the process we guide you through, so that your confidence stays strong both in us, as well as the plans implemented on your behalf. The way we instill that confidence is through our fiduciary review. Our periodic fiduciary review is where we work to hold you accountable for your commitments to your perpetual investment plan. It is our time to go back to the drawing board to make sure the goals are in line, that your strategy still reflects the make up of your family or institution, and that we will accomplish what you set out to in a way that you see fit. It is our opportunity to measure and manage the value Ein Sof Advisors adds to you and those you care for.