How to become a client
Your first step is to contact any one of our team members to set up an initial conversation either in person or by phone.
this getting-to-know-each-other meeting, we will learn about your
current situation and gain an understanding of your wants and needs.
This discussion will allow us to discover any problem areas within your
current plan and make some recommendations to guide you towards your
goals. When you have met us and learned more about us, and have had time
to consider our proposal, you will decide whether we are the right
advisors for you. Similarly, after our meeting, we will decide if your
goals will be best reached by us working with you. If we are all in
agreement, we can proceed to the next step, which is to open accounts
and implementing our recommendations. Our process might take a little
more time than others take, but we have found that it’s the best way to
find the right solutions for our clients, while ensuring that all
aspects of their financial affairs have been thoroughly examined for any
existing problems or opportunities.
With very few exceptions,
our investment recommendations are independently chosen from the entire
universe of available instruments. We create customized portfolios of
stocks, bonds, pooled or mutual funds or indexes designed specifically
for each client’s needs.