Investment Review Committee (IRC)

The financial industry changes rapidly, and it is very difficult for a single advisor to stay in front of the curve. This dictates the need for a systematic, intentional process of due diligence that utilizes various members of our team.

Staying fresh, current and relevant requires many hours of research, meetings and conference calls to understand and evaluate new and existing investments. Technology, economic changes and new studies are all factors that change the investment landscape and help us to find new opportunities. The IRC constantly assesses the suite of investments that our team utilizes to service all different client profiles. Old or closed investments are reviewed as well, to keep your accounts current.

This type of investment due diligence is uncommon in our industry. The unique, systematic work of our IRC helps us give you comprehensive, relevant and progressive financial advice.

Do you have questions or would you like to have a conversation? Call us at 717-581-1323 orĀ Contact Us