Complimentary Portfolio Review
If you are considering our firm, we want to show you the value we can add. So before you commit, we will provide you with a complimentary assessment to determine if your portfolio:
Matches your personal financial goals and risk tolerance
Utilizes the most cost and tax efficient investments
Provides sufficient diversification among asset classes
This assessment is for individuals who have accumulated at least $500,000 of investable assets and want to delegate their investment-making decisions to an experienced professional.
Process Overview
Introductory call
During this first conversation, we just get to know each other. You let us know your goals and concerns, and we make sure we can help.
Analysis & Review
If we are a good fit, then we will request current investment statements and other information from you to create our assessment. We will use our expertise to analyze your current portfolio to see what can be improved.
Presentation meeting
During this second meeting, we will share our analysis, outlining the improvements we can make and the dollar value of our advice.
Get Started
After we have answered all your questions, take time to think about it. And if you want to move forward, we’ll start the paperwork to become a client.