In order to fully understand your risk tolerance, we ask that you complete our risk questionnaire.
Once your risk is accessed, we'll have our first meeting to discuss your goals.
Once your goals are established, we'll produce an investment proposal for your approval.
Once your plan is approved, we'll open accounts and begin investing. We'll provide you with quarterly reports and ongoing communication.
Our clients receive:
- Full time staff dedicated for client support
- Quarterly performance reporting
- Regular communication through our blog
- Online access to client titled custodian accounts
Our SMA strategies are offered through the following custodians:
- Charles Schwab
- Fidelity Investments
- Interactive Brokers
- TD Ameritrade