Our objective is to provide expert advice with integrity, professionalism and excellence.
The Paulson Group will create, monitor and manage a portfolio specifically designed for you. This will allow you to enjoy the important things in life. You will be able to spend more time with your family while we assume the responsibilities of growing your wealth. We will provide discipline, organization and accountability - three things that everyone needs but generally cannot do for themselves.
Our process begins with truly getting to know you - your values, hopes and concerns. We will discuss your current financial situation, your priorities, and your vision for the future. This line of communication will remain open throughout our relationship, even once we have built and implemented your comprehensive, personalized solution. It is our priority that you remain on track for the long term.
First, we gather information about you to better understand your complete financial picture.
We then work with you to identify goals and objectives, prioritize them in terms of importance and timeframe and determine the amount of risk you’re comfortable with.
Taking the above into consideration, we look for gaps and opportunities.
We draw on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.
We recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.
We consistently review your portfolio and measure performance to make adjustments as changes occur in the markets.
We provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.