PLAN WELL, INVEST WELL, LIVE WELL. 
HELPING CLIENTS GROW AND PRESERVE THEIR WEALTH.

Comprehensive Financial Planning. Comprehensive financial planning is for clients seeking to gain control over their entire financial life. We work with you to define objectives, analyze your current situation, and create a detailed plan that integrates all aspects of your personal finances. Fullerton Advisors follows the following steps in developing a Financial Plan for its clients:

1. Establish and define the relationship with the client
   
2. Gather client data and goals
   
3. Analyze and evaluate the client’s financial status
   
4. Develop and present financial planning recommendations
   
5. Implement the financial planning recommendations
   
6. Provide ongoing monitoring of the financial plan

Investment Management. Fullerton Advisors works to address each client’s individual needs through customized investment strategies. Family dynamics, investment horizon, income needs and specified investment guidelines are all factored into the development of the portfolio. We emphasize strategic asset allocation and stress the importance of broad diversification as a means to achieve long-term objectives and minimize portfolio risk. We take the following steps in the Investment Management process: 

1. Analysis of your current portfolio
   
2. Development of an integrated investment strategy that is consistent with your personal goals, risk tolerance, time horizon, and unique circumstances
   
3. Implementation of your investment strategy with institutional class mutual funds and ETFs
   
4. Ongoing monitoring and reporting
   
5. Portfolio rebalancing
   
6. Tax planning
   
7. Reporting