Our educational process does not end when you become a client. As our client-advisor relationship develops, we implement plans made, while continuing to inform, advise and integrate the components of your wealth strategy.

Implementation Meeting

After mutually committing to a client-advisor relationship and finalizing the details of your Investment Policy Statement, we’re ready to begin implementing your strategy. We prepare all the required paperwork to make the transition as simple and seamless as possible, and then we invest your assets according to plan with an independent investment custodian.

New Client Introduction

We meet with you and go over your investment reports, to explain anything that may be unclear. You’ll begin receiving quarterly performance and holdings reports from us, along with a binder to help you keep your records organized. 

We'll continue to meet several times each year to discuss your reports and answer questions as we develop our ongoing relationship.