The Client Experience

 

YOUR ADVISOR, THE CAPTAIN OF YOUR FINANCIAL TEAM, IS THERE TO HELP IN YOUR PURSUIT OF FINANCIAL SECURITY AND EVENTUAL SUCCESS.

A well-coached team develops a thoughtful plan and then executes in the quest for victory. Our five-step process is designed to provide a disciplined approach to both attain your goals and create the confidence required for you to adhere to your plan through market cycles.

  1. Needs Analysis - From information that you provide, your advisor learns about your current assets, anticipated expenses, goals, and risk preferences.
  2.  Portfolio Engineering - Our technology helps you and your advisor design a diversified asset allocation of institutional-style money managers that is customized to your goals.
  3. Securities Selection - Professional money managers with independent strategies select your securities.
  4. Monitoring and Rebalancing - We aim to keep your current portfolio consistent with your target asset allocation.
  5. Ongoing Communication - Your job is to tell your advisor when your situation changes. Your advisor’s job is to consider changes to your needs, goals, desires, and priorities and to recommend appropriate modifications when needed.
 

Our passionate, attentive client services team is here to help you with account servicing needs or questions. Welcome to a modern wealth management experience.