ASSET MANAGEMENT PROCESS

We develop investment strategies tailored to each client relationship. Sound investment solutions, nurtured over time, help cultivate wealth amassed over a lifetime. We strive for the highest probability of achieving our clients’ unique financial goals by properly identifying the prudent level of risk necessary to achieve those goals.

Austin Asset Management Company utilizes an Investment Policy Committee which establishes and monitors the investment philosophy of the firm. There are currently eight members on this committee, all of whom are CERTIFIED FINANCIAL PLANNERS™. The committee meets monthly to examine and refine the firm’s investment philosophy.

Clients work with a CERTIFIED FINANCIAL PLANNER™ practitioner through the financial planning process to create a model that drives the formulation of the investment portfolio. Portfolios are tracked against a targeted asset allocation and reviewed for rebalancing opportunities at least once per quarter. Clients meet with their wealth management team at least once per year to review and update the plan, and make any necessary adjustments.

Additionally, clients of our firm will receive a proprietary “ARROW®” (Actual Rates of Return On Wealth) report that tracks their overall progress against their “BOW®” model. The “BOW®” (Building Organized Wealth) graphically illustrates a predefined goal that includes variables such as income, expenses and savings, in addition to the investment return.