Frequently Asked Questions
Here are a few of the more common questions. Please feel free to reach out directly for answers to your specific questions.
What is your account minimum?
While we prefer to work with clients who have $1MM of investable assets, we accept clients with a minimum of $250,000 to invest initially. This can consist of multiple accounts (IRA plus a non-IRA for example).
What questions will you ask?
During our initial consultation, we simply want to get to know your overall financial situation and primary goals. If we decide to work together, we then go through a more detailed process to create and financial plan and establish your investment policy.
How do I learn more about the specifics of your investment process?
We have created multiple investment strategies, and can customize a program to meet your individual needs. We discuss our recommendations after our initial consultation.
Do you provide tax advice?
We are not CPAs and do not provide tax or legal advice. However, certain investment and financial planning strategies require knowledge of tax implications, and we provide guidance to help with tax efficiencies.
How do I view my accounts?
We provide a state-of-the-art investment portal so you can view your account performance, holdings, transactions and allocations. Click HERE for more information.
Do I have a dedicated person to call?
Yes. While our entire team is available to you anytime, you will have a dedicated person who understands your overall financial picture.