The Pavilion 261 Old York Road
The goal of our investment process is to help our clients achieve their stated long-term investment objectives overtime at the appropriate level of risk. We begin the investment process by first developing and implementing a customized asset allocation model for each client. The proscribed asset allocation model is based largely on the results of an in-depth analysis of each client's personal financial situation which includes their stated risk tolerance, investment goals, time horizon, required return, tax situation, and overall financial capacity. Our analytical process culminates with the preparation of a personalized Investment Policy Statement (IPS). The Investment Policy Statement will be submitted to the client for approval. Upon approval and acceptance by ModernWealthConcepts LLC, the investment selection and portfolio management process can begin.
We work with closely each client as a fiduciary. We do not sell investments nor do we receive sales commissions of any type. Our fees are structured so that we are incentivized to help you grow your assets over time. We do better when you do better.
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Firm Brochure ADV II
**Note: all fees and charges are clearly disclosed in advance, in writing, and agreed to by the client(s), fees charged by MWC does not include fees and/or charges by your custodian