Our Process
The wealth management professionals at Chapman, Roper and Breslin,
LLC are dedicated to serving high-net-worth clients and corporations
by providing independent, comprehensive, and objective financial planning
and consulting. We develop long-term relationships with clients by
gaining a thorough understanding of their ongoing goals, preferences,
and unique circumstances. We are dedicated to customizing plans for
every individual’s evolving needs.
Step 1: Understanding Client Needs
In order to best understand your needs, we review your goals, risk
tolerance, time horizon, income requirements, tax status and special
circumstances. We educate you about our approach to investment and
encourage you to ask questions about how and what we do for you. The
result of this process is a formalized plan called an Investor Policy
Statement (IPS) and it provides the “road map” for how
we will enable you to reach your goals.
Step 2: Creating your solutions
Following review of the IPS, and depending on the composition and
complexity of your portfolio, we design a customized implementation
plan to suit your specific circumstances.
Step 3: Implementing your plan
In addition to managing your portfolio in accordance with your Investment
Policy we will monitor your investments, provide you with quarterly
portfolio appraisal and performance reports, invest additional cash
inflows, rebalance to Investment Policy targets, and maintain detailed
tax records for your account. We also work closely with your specialized
financial professionals in the area of tax and law. Above all, we
focus on maximizing after-tax return at an agreed-upon level of risk,
while maintaining a long-term perspective.
Step 4: Managing the Results
We will have periodic meetings as necessary to review your portfolio
and your Investment Policy, and to discuss any significant changes
in your personal or financial situation. When necessary, changes will
be incorporated into an updated Investment Policy.
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