Our Process


At Danda Trouvé Investment Management, we believe trust, partnership, and results are the foundation of a long-term client relationship. To help clients achieve their financials goals, we follow a six-stage process:

1. Understanding your needs
We start by understanding where you are financially, where you want to go, your current asset allocation, and what special situations need to be considered.

2. Preparing a financial plan

Depending on your situation, we prepare a financial plan that covers either comprehensive goals or specific goals. These goals may include investment, retirement, college funding, personal income tax, and/or estate planning needs.

3. Preparing an investment strategy

Based on your financial goals, investment objectives, risk tolerance, and any investment constraints, we determine the most appropriate asset allocation and create an Investment Policy Statement (IPS). The asset allocation defines your mix of stocks, treasury bonds, corporate fixed income securities, and alternative investments.

4. Providing ongoing portfolio management

Once your assets are initially invested, we continually make investment decisions for your account. All decisions are based on our agreed-upon investment strategy, and we buy and sell securities to keep your strategy on track. You will receive documentation every time a buy/sell transaction is made.

5. Receiving statements and performance measurements

We provide quarterly statements and performance reports. We also prepare quarterly market commentaries and comment on how they relate to your portfolio.

6. Checking and rebalancing your master plan

As situations change in your life and your goals evolve, we respond accordingly. We will meet with you as often as necessary to review your investments and ensure that your strategy is on track.




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