Identifying a detailed investor profile
SunQuest consults with clients on an initial and ongoing basis to determine their specific risk tolerance, time horizon, liquidity constraints, and other qualitative factors relevant to the management of their portfolios. Through this process, we will identify your investment objectives and goals.
Developing an investment strategy
SunQuest will develop an investment strategy that revolves around manager selections that will take into account asset allocation, asset class, and sector allocation to ensure the proper and appropriate diversification is in place. We will target specific percentages into these mix.
SunQuest primarily allocates clients assets among various mutual funds, exchange-traded fund (ETFs), individual debt and equity securities and options in accordance with the investment objectives of the individual clients.
SunQuest will monitor the portfolio and make appropriate changes based on the market conditions and client needs.