As soon as you become a client, we start to create a strategy to help your wealth grow.
Our first step is to assess your objectives, asset allocation implementation and management process that will grow your investments. Your asset allocation is reviewed quarterly, with changes made as necessary to restablish original allocation moving forward.
CUSTODY OF FUNDS MANAGED
When appropriate, we recommend Charles Schwab Institutional as the custodian for our client accounts. Charles Schwabs' accounts are insured up to $100 million per account. There is no fee to open or close an account. All accounts are held in the clients' name.