Once your financial plan is in place, we regularly review and monitor the results of your investment portfolio and carefully consider where you are on the road to your financial future. We will adjust your strategy as necessary to ensure that you stay on track.

Consistent communication is the cornerstone of our collaboration with you. We view our relationship with you as an ongoing dialogue. Your Client Advisor is always available to answer any of your questions

The fourth step of Seaside Elite has two distinct areas: investment review and manager and fund performance.

Client Investment Review
Your Client Advisor will periodically review the results of your financial plan. The following categories will be addressed:

• Asset allocation
  Is the strategy still valid? Does your Client Advisor need to make any changes?
• Identification of portfolio optimization
  Is your portfolio being optimized? Is it working for you?
• Client input
  Do you have any questions or concerns?

Manager / Fund Performance
We will be vigilant in our oversight of the asset managers and other financial service providers selected for your portfolio.

We review:

• Style & style consistency
• Performance relative to benchmarks
• Consistency of excess returns
• Peer group performance & consistency
• Absolute returns versus risk
• Qualitative factors