Investment Process
We are committed to understanding our clients' needs first, getting to know their current circumstances, learning their long-term goals, and working with them to map the pathway from where they are to where they want to be.
Investment Advisory Process

Snowden's investment advisory process begins with our client. We get to know our client, collect and analyze financial and non-financial data, and define a risk profile. We then recommend creating a customized Investment Policy Statement (IPS). The IPS contains the client's investment goals and objectives and is used to govern the strategies our advisors employ to meet our client's objectives:

We understand the importance of ongoing communication with our clients. We make it a priority to be available and we establish a communication process to review client portfolios.

Creating the Pathway from Point A to Point B

'If you don't have a dream, how is it going to come true?' We work with our clients and their families to define major life goals, both ideal and acceptable. We want to understand and help our clients define the following:

Where are you now?

  • Discussion of current state of affairs
  • Broad Description of issues surrounding you and your family
  • Anticipated major events
  • Current concerns

Where do you want to be?

  • Develop and discuss goals
  • Personal, business, or impact aspirations
  • Risk management and long term concerns