MidAtlantic utilizes a well-defined consistent approach to ensure that each portfolio is customized and managed according to the specific needs of the investor.

Step 1:   We work with you to determine your specific goals, objectives, risk tolerance and investment time horizon.

Step 2:   We develop an Investment Policy Statement to serve as an ongoing framework for the management of the Portfolio

Step 3:   We develop a Target Asset Allocation based on the Investment Policy Statement

Step 4:   We implement the Target Asset Allocation

Step 5:   We continuously manage and monitor the Portfolio to meet your goals

Step 6:   We rebalance the Portfolio as needed based on the Target Asset Allocation and tax considerations

Step 7:   We provide regular monthly and quarterly reporting and continuous online access