Our Process

Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.

We begin this stage during our initial meeting where we get to know one another, focus on what your specific needs are and what goals and priorities you have.

In this stage, we work to gather any necessary documents, policies and financial statements. Then, we will work with you to define your personal and financial goals, including timeframes.

The primary objective of this stage is to help develop an effective, long-term investment strategy that is unique to the needs of each client.

The Implementation phase is solely focused on successfully implementing your investment strategy.

If we are informed that your circumstances have changed, or that shifting global markets require a different investing approach, we will contact you our recommendations for appropriate adjustments.

Identify Your Goals and Priorities

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set.

Gather Your Data

We gather any necessary documents, policies and statements. Together with us, you will define your personal and financial goals, including timeframes.

Analyze Data and Create a Plan

The primary objective of this stage is to help develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend to help achieve your goals.

Implement Your Personalized Plan

The primary objective of this phase is to help successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Review and Monitor Your Plan

We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets your intentions. Communication with you is a top priority. We explain and answer questions about our reporting methods, and stay in touch with you to keep you informed. When we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we communicate to you our recommendations for the appropriate adjustments.

Schedule Your Appointment with

the All Star Team Today!

Phone (228) 388-2031

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of Paul Roberts and his affiliates, and should not be regarded as a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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