Investment Process

The first step in developing an investment portfolio is to determine the client’s attitude toward risk and return objectives. The investment timeframe and liquidity needs of the client are developed through our fact-finding meetings.  An investment strategy is laid out that provides the highest probability of investment success.  Please keep in mind that no investment strategy can guarantee success, and investing in securities involves risk including loss of principal.

At Modus Advisors, we use the planning process to help develop your customized investment strategy. We help you stay focused on your most important goals and develop an investment plan that you will be confident in achieving.

At Modus Advisors, we believe that all of the client’s investments should be coordinated into a well-defined investment plan. Through our unique research approach, we seek to create investment portfolios that place risk management as the top priority.  You cannot rely on investment growth to meet your personal financial goals if you have not sufficiently protected against losses. We provide quarterly performance reports, helping you monitor your progress towards your financial goals.  Daily access to your accounts is provided through our website as well.