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For Individuals

Goal-based Investment Planning

Our Process

1

Get Started

In order to fully understand your risk tolerance, we ask that you complete our risk questionnaire.

2

Initial Meeting

Once your risk is accessed, we'll have our first meeting to discuss your goals.

3

Plan Development

Once your goals are established, we'll produce an investment proposal for your approval.

4

Ongoing Monitoring

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