a custom investment policy
based on what you are asking your assets to do
Assets are segmented based on when they will be consumed
At Vector we determine how much of our clients’ assets have to be in specific time-frames to help support the income objectives they have in retirement.
Portfolio adjustments are made over time
As you begin to consume from your assured income portfolio, all four portfolios are adjusted to achieve the growth or stability required over the assigned time-frame.
Retirement income is staged to take advantage of market cycles
Segregating portfolios based on return expectations and time horizons achieves the growth or stability required over the assigned time-frame, liberating your income sources from the volatility of market cycles.
The SOJOURN® Plan graphs illustrated in this section are designed to demonstrate the firm’s general approach to retirement distribution planning to achieve the client’s plans for long-term liquidity, stability and growth. Plans will vary for each client, depending on their financial circumstances, objectives and available assets. There can be no assurance that the firm’s approach will be successful for all clients.
“Each client relationship begins with listening and developing a SOJOURN™ wealth plan. This plan serves as the client’s financial foundation for refined decision making.” - Thomas Fee, Founder & Chairman