Broker Check

What to Expect

  • Get acquainted meetings
  • Review of financial positions
  • Discussions about goals
  • Initiation of contract
  • Assist you in gathering assets at selected discount broker
  • Develop an Investment Policy Statement (IPS)
  • Investing process begins
  • Ongoing communication via phone, electronically or personal contact
  • Quarterly portfolio reporting and Market Commentary
  • Quarterly newsletter