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Investment Process

Setting Your Objective

After a face-to-face meeting, Trent Capital makes recommendations based on your income and assets, age, risk tolerance, financial goals and investment horizon. We consider each client’s feedback and preferences and then revisit these objectives at each subsequent review in order to make any necessary changes or adjustments to your portfolio.

Review Your Holdings

Our regularly scheduled reviews help to ensure that each account is maintaining a proper asset allocation, tracks performance against market benchmarks and reviews progress toward investment goals and objectives. Our comprehensive portfolio review includes not only managed assets but any assets outside of Trent Capital’s direct management, such as pensions and 401(k) plans, life insurance, real estate, employee stock options and other bank, brokerage and mutual fund accounts. By analyzing your entire investment portfolio, Trent Capital is better able to identify a strategy that will accomplish your investment goals and objectives.

Review Results & Make Adjustments

We periodically meet with clients to discuss results, identify opportunities and make necessary adjustments that align with client needs.  During these reviews, clients will receive clear and transparent statements of holdings and transactions as well as customized performance reports designed to measure the progress of the account versus your investment goals.  At year end, clients will receive a clear and concise annual summary of tax details and, if necessary, we will communicate with other professionals such as your CPA.  Trent Capital will make adjustments to your portfolio when your personal situation or objectives change or when you would like to make changes to the risk exposure of your investment mix.