Our Process

At the Stoever & Palmore Investment Group, we believe employing a process-driven approach for your complete wealth management is essential. Whether addressing your financial goals or managing investments, every service we provide is soundly and purposefully implemented.

As our client, you benefit from the following planning process:

  • Step 1: Identify Your Investment Goals and Objectives
    Before creating your investment policy and risk posture assessment, our goal is to listen to you and develop a full understanding of your preferred financial objectives. We will engage you in our Envision® planning process to help prioritize your short- and long-term goals. We also seek to understand your financial purpose and will gather all pertinent information on your current financials and additional planning needs in order to develop an in-depth plan of action.
  • Step 2: Establish an Appropriate Asset Allocation Strategy
    Once we compile a full assessment of your financial objectives and timeline, we will create your specific portfolio structure and asset allocation. Here, we take into account your risk-tolerance level and financial horizon, and will develop an appropriate blend of non-correlated, diversified assets to help achieve your goals.
  • Step 3: Select Your Portfolio's Fund Investments
    In the manager selection process, we use an open-architecture platform with access to the most talented money managers in the country. We also employ our own customized statistical criteria for the selection, monitoring and removal of money managers. In every step, our priority is to implement your portfolio’s investments in the most efficient and thorough manner possible.
  • Step 4: Monitoring Your Portfolio
    Because your life and the markets are constantly evolving, your wealth management plan should dynamically evolve with you. With every client, we implement performance evaluations to help ensure your portfolio remains on track to achieve your goals. We also proactively communicate our findings throughout our relationship to keep you up-to-date with the details of your account.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals