Our Process


    The first step in our relationship with clients is to learn everything possible about your financial situation and investment objectives. We discuss your comfort level with risk and the timeframe in which you wish to achieve your goals. And we explain:

    • What we do
    • How we’re compensated
    • What our respective responsibilities will be

    We then analyze the information you’ve given us and develop a plan that we believe gives you the best opportunity to successfully reach your investment goals. We then meet with you in order to:

    • Explain our recommendations
    • Listen to your feedback
    • Explain potential adjustments due to changing conditions

    Once an investment management client signs off on our recommendations, implementation begins. MB, Levis implements certain recommendations, and when appropriate, outside partners do so.


    With our recommendations implemented, we transition into continual monitoring of your portfolio’s progress. We maintain the flexibility to make adjustments as needed, based on factors such as:

    • Changes in your personal situation
    • Market and economic trends
    • Performance of particular holdings