Investment Process

Third Eye Associates believes that managing our clients’ emotions is equally as important as managing your money. We endeavor to bring best-in-class independent investment managers to your portfolio to support your life goals.

Our Six-Step Investment Process is designed to help clients make better decisions. This structured approach to investment decision-making keeps our clients focused on long-term goals and helps to put short-term market volatility into context.

Third Eye Associates monitors the investment portfolio, oversee the portfolio strategist's decisions to rebalance and realign the portfolio, and clearly communicate the changes to our clients.

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