Starting is as easy as 1,2,3…

Step 1: Blueprint

The Blueprint is the first and most important step in any investing decision. It lays out the important aspects of an investor’s life: relationships, objectives, assets and liabilities, income and expenses, and anything else that may have an impact. This is a critical step in determining a suitable investment strategy.

Step 2: Define Engagement

The Blueprinting process will often unearth a financial plan containing several objectives with varying timelines. To get started on this plan, this is where a prospect becomes a client by signing our Investment Advisory Contract. This agreement outlines the scope of the client-adviser relationship.
We want to build rich, lifelong relationships with our clients, but we understand that this isn’t always possible; we structured our agreement to ensure it can be easily canceled at any time with a full refund of unearned management fees.

Step 3: Open Accounts

Institutional investment accounts are opened in your name and your assets are transferred into those accounts; you simply grant our firm access to view your accounts, buy and sell investments, receive management fees, and initiate transfers of cash or securities (only at your request).
We handle all of the paperwork, communicate regular updates, and provide step-by-step walk-throughs to help clients become familiar with our technology solutions.

Getting going is quick and easy, but we’re just getting started.

Making progress requires different types of ongoing maintenance:

Regular Updates

As a client, you’ll receive weekly updates pertaining to performance, fund flows, and market movements.
Shortly after the conclusion of each quarter, we issue an informative quarterly update to review global financial market performance, pertinent financial planning topics, and provide firm updates.

Targeted Discussions

The Blueprint will often provide many items to be completed in task-specific meetings. One meeting may be held to review options for education expenses for your children or grandchildren, while another might be held to see where we’re at on the road to a longer term goal like retirement. These meetings are ad-hoc and change along with your life cycle and financial plan.

Collaborative Efforts

We understand the symbiotic relationship that exists between your financial adviser, tax adviser, and estate planning attorney. We believe in the value of having separate professionals and we work closely with outside professionals to provide the most comprehensive service possible.