Discovery: Goals and Needs

  • An Introduction Call
  • Optional in person meeting
  • Discuss today and tomorrow's needs
  • Agreement Review

Design your portfolio

  • Document and Key Data Sharing
  • Goals and Capacity Analysis
  • Account Creation
  • Investment Policy Statement Approval

Execute on your plan

  • Consolidation of your existing and new accounts
  • Map asset allocations to agreed rebalancing horizon
  • Coordinate with your tax professional
  1. Establish 6x annual data update cycle
  2. Continuous Dynamic Portfolio Management
  3. Maintain annual face-to-face meeting
  4. Set up your any day/any time outreach channels

Refine over time