Investment Process:  Meeting your needs

Stone Lake Wealth Management provides conflict free, fiduciary investment guidance tailored to your specific needs.  We use a three step process to design a solution which fits your complete financial situation.

Step One: Assess

The first step uses quantitative risk metrics and qualitative interviews covering family, personal and financial goals, income, assets and liabilities to gain an understanding of your complete financial situation.  This information will be used to develop a plan to address investing, education, retirement, insurance needs, tax efficiency and estate planning.

Step Two: Implement

We believe in the benefits of diversification.  Diversified investment portfolios based on your plan and risk tolerance will be built using low cost investment products, such index based mutual funds or ETFs, and the power of Modern Portfolio Theory.   

Step Three: Review and Rebalance

Your circumstances will evolve over time.  Periodic reviews of your plan will ensure that it keeps up with the changes that life brings.  Disciplined rebalancing of your portfolios will ensure that we are adhering to the plan.  

Sumit Kumar, Greenwich CT