Our relationships always begin with an initial introductory meeting - in-person or via phone/web conference.

• This first meeting allows us to get to know you and your situation: your goals, resources, and special circumstances. It also gives us an opportunity to explain our services in greater detail and to answer your questions about our process.

• During this meeting, we will also provide you with documents required by our regulators - essentially deep-dive information and background on our business.

• If we then mutually agree to work together, the next step would be an exchange of financial information and paperwork to establish our relationship.

  • This will formalize our working relationship and establish investment accounts for our management. We’ll analyze your financial documents to inform our initial investment approach and address questions or concerns you may have about your overall financial situation.

• A second meeting will follow for us to review our recommended investment portfolio with you.

  • With your approval, we will then proceed with implementing the investment strategy.

• On an ongoing basis, we will communicate portfolio updates at least quarterly.

  • We price ourselves on our reachability, and make ourselves available for meetings as often as you’d like. In our experience, this generally means more frequent meetings in the earlier years of our relationship, and then tapering off to once or twice per year in the later years as our comfort level with each other grows.