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Our Process

Our Process

Client Discovery Process

Becoming a client of Dalrymple Wealth Counsel is a very straightforward process. It begins by working with you to establish an investment philosophy and objectives that are specific to you and your family’s needs, now and in the future. With your input, we create your personal Statement of Investment Policy that guides the management of your portfolio. By working with a clearly defined investment discipline, the emotional element that can influence individual investor decisions is greatly reduced.

We act to fulfill your investment objectives. Based on your personalized Statement of Investment Policy, we build a portfolio to suit your needs and adjust it as necessary… You have the option to specify investment restrictions to reflect your personal values and you may request specific buying or selling strategies that reflect your tax and income requirements. We recommend structure for specific estate and tax circumstances, and initiate a specific investment policy to minimize your individual tax and estate circumstances.