Discovery

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

Asset Review

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

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.

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.

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.

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.