Investment Management
Choosing Your Investment Advisor | Investment Philosophy | Investment Process
The Investment Process at Riverview Asset Management Corp.
Riverview Asset Management Corp. offers a disciplined approach for establishing a long-term framework to meeting your financial goals. The key to our success is a five step process:
| Step 1: | We Assess Your Needs
and determine specific objectives. Every Riverview investment Plan is based on thorough investor profiling to accurately identify the needs and goals of the individual or organization. |
| Step 2: | Together we Determine an Investment
Objective or strategy that matches your needs. These objectives can range anywhere from the very conservative (preservation of principal) to the very aggressive (maximum growth). It is up to you. It is our job to help you balance your desired rate of return with your appetite for risk. |
| Step 3: | We Allocate Your Assets in a
way that is an intelligent reflection of your financial goals. The most important variable in a successful portfolio is not market timing or picking individual stocks - it is selecting the right asset classes. |
| Step 4: | We carefully Monitor Your Portfolio. We will automatically rebalance your portfolio to assure the desired allocation strategy is continuously utilized. |
| Step 5: | We Periodically Review and Reassess
your needs. We realize that your needs may change over time. Likewise so may your investment objective. That is why we will always be in touch to make certain that the current asset mix is still the right one for you. |