Working With You

How We Work Together

We guide every step of the way. You deal directly with the portfolio managers. You can relax and be confident that your portfolio will get the attention it deserves.

Start of Relationship

• Review current holdings
• Mutual agreement on portfolio strategy
• Sign documents
• Account setup at Charles Schwab & Co., Inc.
• Asset transfer
• Implement your initial portfolio
• Adjust portfolio as market conditions change (“style rotation”)
• Regular and transparent communications/reports
• Personal meetings as desired

Ongoing Relationship