- Set up account
- Set up access
- Get Started
The first thing we like to do with a new client is to schedule a meeting or short introductory phone call. This gives us a chance to learn more about them and see how we can help. This is a free consultation.
Set up account
The next step is choosing the right account to open and drafting a model portfolio. Our models allow the client to preview how their money will be invested. This way we can confirm that everyone is on the same page before any final decisions are made.
Set up access
Upon opening the account, online access is set up so the client can track everything we’re doing. They can monitor performance, investment activity, move money in or out, and access special features. Clients can easily access their account online or through a mobile app similar to the way you access your bank account.
If you’re interested in investing with us, fill out the form below and we’ll get in touch with you, or you can call us at +1-630-588-3800.