• Offers No-Cost, No-Obligation Discovery Meeting to learn about your financial situation - challenges, goals, and priorities.

  

• Prepares and introduces our proprietary Big Sheets financial analysis customized to your situation.

  

• Onboards and guides transfer of assets to Charles Schwab and Co, Inc, who is the custodian.

  

• Is available year-round to advise in your financial decisions, especially when life events change your financial situation.

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• Ongoing client communication and regular portfolio review including quarterly Suitability Reports.

 

• Supported by Investment Management Team including Chief Investment Team, Chief Compliance Officer, Portfolio Trade Deck Department, Client Services Team and Information Security Officer.