Westport Resources offers a proprietary process for ensuring that each client's wealth and assets are employed optimally to reach goals, and even exceed them. We believe our approach is differentiated by our unique and interactive process, and by the accessibility each client has to our team of investment professionals. We are committed to achieving the desired result for each and every client we serve.

The first step is to determine a baseline of your financial picture. We populate a database with current information from your tax returns, investment statements, will, trusts, and other pertinent documents.

The second step is to understand you and your family's needs, goals, obligations and aspirations. We have designed an interactive process which allows you to see the financial impact of various choices considering multiple "what if" scenarios. We can change expenses, projected rates of return, tax rates, income forecasts-any assumption we have made in compiling your financial data-and view the immediate effect this will have on your overall financial projection.

We then evaluate your risk tolerance in light of future financial requirements. We help you set your priorities from college expenses and retirement to vacation homes and renovations.

The next step is to analyze your existing portfolio. We use the industry's advanced technology and research offerings in a proprietary combination to analyze how your assets are currently invested to support your goals.

After the evaluation, we design a comprehensive, customized portfolio that illustrates how Westport Resources manages your assets to better meet your goals. We test our model against the same rigorous standards as we do your existing portfolio.

What It All Means: Empowering You

Our clients find this process empowering. They realize the many choices available to them to invest their assets more effectively. Even more importantly, they discover the opportunity costs involved and consequences of not taking this active approach toward their financial future.