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Portfolio Design Services, LLC

Independent Investment Advisers

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  • Who We Serve
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  • Our Process
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Our Process

1. Discovery 2. Asset Reveiw 3. Proposal 4. Agreements 5. Asset Transfer 6. On-going Performance Meetings

  1. Discovery

    During the discovery meeting our goal is to be certain we understand your expectations and financial goals.

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  2. Asset Review

    Before we are hired we compare your current asset allocation to our model portfolios to guide us to a better result.

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  3. Proposal

    This step in the process is when we each have a clear understanding of the services that need to be provided, what’s expected of us and the fees we charge.

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  4. Agreements

    When you hire us as your advisers there are two important agreements to sign:

    1. Investment Advisory Agreement: This states the fees and services we provide to you and our expectations for your sharing input.
    2. Investment Policy Statement: We agree on a specific portfolio and its anticipated performance.

     
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  5. Asset Transfer

    We will lead you through the asset transfer process ensuring you understand the forms needed to complete the transfer in a secure manner.

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  6. Ongoing Performance Meetings

    We meet with clients quarterly or annually depending on your goals to measure portfolio performance, to discuss markets, and solicit feedback on the work we’re providing.

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  • Who We Are
  • Who We Serve
  • Our Process
  • FAQ
  • Blog
  • Resources
  • Disclosure
  • Ramsey
  • Contact

© 2023 Portfolio Design Services, LLC