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