WHAT IS YOUR CURRENT SITUATION?
- Your portfolio has reached a size where you are no longer comfortable managing it yourself.
- You are currently questioning the advice, or lack of advice, you are receiving.
- You need assistance with a specific goal such as rolling over a retirement account, planning for your heirs, diversifying stock options, seeking to use your retirement account for more alternative forms of investing.
- You have assets in multiple vehicles – 401(k), IRA, mutual funds, real estate, etc. – and you want someone to create a unified “big picture” by organizing, consolidating, planning, and reporting on your investments.
- You want to make gifts to family members and need help administering your bequests.
- You want professional assistance to navigate unpredictable market conditions and the continual stream of new and complex investment opportunities.
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DO YOU MEET THESE TYPICAL CLIENT REQUIREMENTS?
- $500,000 in investable assets.
- A willingness to delegate investment management of your portfolio.
- Agreement to pay based on a percentage of the assets managed for you.
- Interest in taking an integrated approach to your finances.
- Ability to follow a disciplined plan in both up and down markets.
- Openness in sharing personal information about your finances.
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