Our Process
1
Get Started
In order to fully understand your risk tolerance, we ask that you .
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
Our SMA strategies are offered through the following custodians:
- Charles Schwab
- Fidelity Investments
- Interactive Brokers