Your Free Portfolio Risk Review
A simple 3-step process to identify the risks in your portfolio and make an informed decision about working together.
Step #1: Discovery Meeting (30-Min)
We will spend the first 15 minutes of this meeting ensuring your situation and investing philosophy matches our expertise.Â
If we mutually agree there is a potential fit, we will spend our remaining time learning more about you, your unique challenges, and what you are looking for.
We will also share more about our firm and answer your questions.
Step #2: Share Your Portfolio Holdings
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After our Discovery Meeting, we will securely request important information from you about your portfolio.
These details, coupled with what we learned during our first meeting, will help drive our analysis.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If it turns out that we aren’t a good fit, we will try to help you find another professional with the right expertise.
There is never a hard-sell or pressure to say "yes."