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Discovery
During the discovery meeting our goal is to be certain we understand your expectations and financial goals.
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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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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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Agreements
When you hire us as your advisers there are two important agreements to sign:
- Investment Advisory Agreement: This states the fees and services we provide to you and our expectations for your sharing input.
- Investment Policy Statement: We agree on a specific portfolio and its anticipated performance.
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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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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.