Prodafin provides ongoing portfolio management based on each client's individual goals, time horizon and risk tolerance. Each client receives an investment policy statement outlining the client's current situation (income, tax level and risk tolerance). We evaluate each client's current investments in light of their risk tolerance and time horizon. Investment decisions are made in accordance with our fiduciary duties to our clients and without regard to the economic, investment or other financial interests of our company.

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Before we get started, we determine your personal needs and get a feel for your individual investment style. We then create an investment plan that is tailored to your individual goals, time horizon and risk tolerance. We also perform investment analysis and due diligence to carefully diversify your investments and manage risk. Once your plan is in place, we diligently monitor and adjust it to keep your portfolio balanced and ensure it is always in line with your long-term financial goals.