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    Investment Process

Investment Process

Goal: Construct portfolio to provide return objectives while minimizing risks

We work to provide our clients with these key benefits:

  • Maintain control of your financial future
  • Reduce the amount of time to manage your wealth
  • Select investments most likely to help achieve your objectives
  • Accommodate risk tolerance level and any unique constraints
  • Control investment expenses
  • Effectively manage tax liability
  • Stay abreast of new investment developments and products
  • Update your investment strategy as appropriate
  • Reduce unnecessary investment risks



Evaluate Current Goals and Objectives

Working closely with you, we will assess your current financial condition and objectives, as well as your risk tolerance. We will develop a long-term strategy designed to align with your objectives and risk parameters.

Develop Investment Plan

We will prepare a personalized Personal Investment Plan, complete with expected rate of return targets, allocation guidelines, liquidity needs and rebalancing procedures. Ongoing investment decisions are based on the plan, and its appropriateness will be reviewed on a regular basis.

Implement Portfolio Design

Triangle Retirement Solutions will recommend specific strategies and investments to implement your asset allocation plan. We consider the optimal tax location of each investment if you have tax-deferred and taxable accounts. We also factor in possible capital gains or losses. The execution strategy will depend on specific asset allocation as well as liquidity, tax, cost and other considerations that have been reviewed in the planning process.

Manage Portfolio

Once the portfolio design is implemented, we will work to control risk by monitoring the underlying investments and periodically rebalancing to the target asset class weight. Rebalancing occurs on the basis of how far markets have moved the portolio allocation from the target. We utilize robust portfolio management and rebalancing technologies that allow for the monitoring and oversight of all portfolio holdings and their allocations for the assets we manage.

Measure and Report Results

Periodic reviews of needs, circumstances, and requirements are critical to help an investment plan succeed. On a quarterly basis, we will provide you with a succinct analysis of the performance and risk of your portfolio. You also will receive monthly account statements and transaction confirmations from the independent custodian holding your accounts.


(516) 238-7629
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