We understand that clients who are referred to us are looking for the right firm – one that can provide specific solutions and results that they have been unable to find previously. It in this spirit that prior to engaging with you, we spend time discovering your wants, needs and wishes in terms of wealth planning and investment management. If we are confident that we can deliver tailored solutions to meet each of these expectations, it forms the basis of a great long-term relationship.

The initial discovery process is usually best conducted though a brief phone call, virtual or in-person meeting, or by completing an online survey allowing the opportunity you to describe your “ideal” advisor. From this initial phase of gathering information, our team will set up a meeting between you and one or two of our senior-level partners to confirm your expectations and to describe how we can deliver tailored solutions. Handled correctly, our discovery process should save you time – which is a valuable commodity.

Once you have agreed that our services are well aligned for you, we will begin our onboarding process! This process begins by completing our brief investment policy questionnaire, which allows you to describe your feelings about risk, sensitivity to restricting certain types of investments, and any other important aspects of how you would prefer your assets to be managed. Since we manage each client portfolio separately, there is room for us to tailor your portfolio to your wishes.

Once we have received your completed policy statement, we will begin wealth planning and portfolio management services simultaneously. You will be led by a team of advisors who will be your contacts throughout your relationship. Your planner will begin working with you to build a detailed road map of your finances, as well as holding an estate planning and tax discovery discussion. At the same time, the portfolio management team, lead by your advisor, will meet with you to discuss your current investment holdings and our firm’s strategy for changes over the coming days and weeks. Unlike most other firms, we take time and care to carefully change your portfolio, while keeping you abreast along the way.

A crucial part of all relationships is effective communication. Typically, the beginning of our relationship requires quite a bit of communication to ensure that you are comfortable and confident in our work, and that we understand each detail of your finances and investment expectations. After the first month we let you decide how often you would like personal reviews our work together – quarterly, semi-annually, or yearly seem to be popular choices.

Beyond our meetings with you, our team proactively communicates via video and written updates to keep you up to date! We report to you quarterly with GIPS® (Global Investment Performance Standards) compliant performance metrics and you have the ability to view your portfolio on any device, on any day, using our robust client Portal application. Most of our clients like the convenience and time saving aspect of meeting ‘virtually’ and we conduct most meetings that way, but we also extend invitations to visit one of our offices.