DocFolios ®
DocFolios® is a process unique to Blackhawk Capital Partners’ Clients.
Every individual’s personal economy dictates a specialized approach to finance no different than a doctor prescribing the right medical procedure. The DocFolios® process has four key steps:
1.
We determine your risk tolerance, long term goals, and varying outcomes through extensive client interaction.
2.
We vet your current investments to determine if your risk adjusted returns match with your desired outcomes.
3.
We prescribe a plan of action tailored to your personal economy.
4.
We implement, monitor, and adjust as needed due to updates in your life and finances.
