We provide services to help clients navigate challenging market environments and life transitions.
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As a client of InterOcean Capital, here’s what you can expect.
*Not all clients require each step in the process.
We listen diligently to gain an understanding of your financial goals and objectives. The meeting also gives you the opportunity to learn about the company, the services provided and the team.
Portfolio Analysis and Asset Allocation
The portfolio management team, within the context of prevailing market conditions, will generate an asset allocation analysis. The analysis allows you to review the risk and return characteristics of your current asset mix versus alternative allocations.
If applicable, we will present a long-term financial plan to evaluate how current and prospective financial decisions impact the accumulation of assets required to meet your financial goals and estate objectives.
The Launch Call is the official start of our relationship. The portfolio management team will review the execution plan for the selected asset allocation. We may also introduce additional members of the team.