Clients

How We Work

To initiate our services, your advisor will walk you through our investment questionnaire and contract. Your answers will help us understand your personal investment philosophy and intentions. From this, we can match one of our six custom portfolios to your needs.

Portfolio Monitoring

We watch the funds in our portfolios on a daily bases, rebalance the current holdings back to our recommended weightings on a quarterly bases, and may from time to time remove a fund at any time.

Reporting

To provide you with a complete picture of your investments, we offer customized reports on a monthly basis. And through Charles Schwab, our trusted third-party custodian, you'll have the convenience of 24/7 online access to your portfolio.