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. We may execute particular investment strategies that reflect your unique tax and income circumstances.
