Meeting with Us
Your Initial Meeting & Beyond
In your initial meeting, we welcome the opportunity to get to know you better and learn how we may serve you. We will discuss your financial goals and listen to your concerns. Ideally we will examine your current portfolio by reviewing your financial statements and then we will explain our approach to investing. If you engage our firm, we will establish a customized asset allocation that suits your personal situation and risk tolerance level. Your account will be placed with a third-party custodian and you will also receive regular communication from us. Examples include our monthly market commentary, a quarterly investment reports and an annual meeting. We are also only a phone call away should you have any investment questions or if you would like to discuss any changes in your financial situation.