Client is Easy
First, we invite you to meet with a representative of our
advisory team. We will work to determine the metrics that create your financial
objectives – are you conservative by nature or more aggressive? What do you
like about the investment process and what do you despise? Are you a hands on
investor or do you want us to make decisions for you?
After a thorough analysis of your current holdings, we will
present you with our findings. Our objective is to find any flaws in your current
investment process. These flaws can be robbing you of the results you deserve.
Our analysts do a deep dive into your current holdings to review costs,
allocations and other financial areas that may potentially be improved on.
After reviewing your results, we will provide you with the
results we have found and the recommendations that may bring your investment
portfolio more in line with your objectives.
Transfer of Your Accounts
It’s easy – most accounts can be transferred to our firm electronically. The process is simple, secure and doesn’t
require you to contact all of your previous advisors.
Our onboarding process was designed to help you become
comfortable with our staff, services and technology in a quick, easy to
We look forward to bringing you onboard.