How We Work Together
Introductory Meeting
For all our clients we offer a complimentary meeting to discuss your needs and our services which may be suitable to your situation.
Getting Started
When you are ready to take the next step, we will meet again to enter into a contract for appropriate services, establish account(s), transfer assets, and set up cash management features such as check writing or automatic investments.
Investment Plan and Policy Statement
Together we will discuss the elements of your investment plan. Prior to this meeting we will review your situation and prepare an Investment Policy Statement, a written document that articulates your personal investment goals and sets a customized investment strategy. The Investment Policy Statement provides guidance for ongoing investment management and may be revised as your financial situation warrants.
Quarterly Reports
In addition to regular statements, you will receive reports showing the performance of your portfolio after the end of each quarter.
Personal Meetings
We will determine a schedule for meetings, typically one to four times per year. We will call you to set up these meetings according to your schedule. However you are always welcome to call us with questions about your account or personal financial issues.
