We use the 10-step Amicus asset management process to maximize after-tax return, taking into account your risk profile. Your Amicus advisor puts together a personalized "investment policy statement" (IPS) and an investment dashboard, forming the strategic framework to focus our efforts on diversification, asset allocation, and minimizing expenses and taxes. The IPS guides our selection of securities and sets guidelines for future actions. Your investment dashboard - an amicus exclusive - empowers you to easily monitor your progress toward your goals. Your ability to sleep at night, knowing your future is safe and your investments are productive, drives your Amicus team.
Amicus uses the following ten-step asset management process:
1Define scope of engagement with client (Service Agreement)
2Learn about the client and the client's goals
3Educate the client
4Answer client's questions and resolve concerns
5Analyze financial and personal client information
6Prepare strategies and personalized IPS for the client
7Review IPS with the client and get approval
8Implement the IPS with the client
9Measure, monitor, manage, and report to client
10Implement periodic updates and rebalancing
Settlement Solutions