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Managed Portfolio
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:

 

  1. Define scope of engagement with client (Service Agreement)
  2. Learn about the client and the client's goals
  3. Educate the client
  4. Answer client's questions and resolve concerns
  5. Analyze financial and personal client information
  6. Prepare strategies and personalized IPS for the client
  7. Review IPS with the client and get approval
  8. Implement the IPS with the client
  9. Measure, monitor, manage, and report to client
  10. Implement periodic updates and rebalancing