Investment Planning

The purpose of investment  planning is to accumulate funds to facilitate goal achievement. Exactly how the client goes about accumulating funds – that is, what investments he or she utilizes to build a portfolio – is what investment development and planning is all about.  Our investment planning process utilizes these steps:

  • Risk Tolerance Questionnaire
  • Analyze the current investment portfolio
  • Review and select investments options and implement
  • Monitor the portfolio(s) with scheduled account reviews

Hammond Capital uses Exchanged Traded Funds (ETF), stocks, bonds, options strategies and some mutual funds to maximize cost efficiency and tax benefits in your invesmtent portfolios.