An array of investment strategies
Establishing Your Accounts
As we begin our relationship, you can be sure we take great care with your financial information, and respect your time, to help ensure a smooth transition to managing your portfolio. It’s of utmost importance that we work as efficiently as possible with you each step of the way.
Once we gather and complete all your pertinent documents, it typically takes one to two weeks to establish your account(s) with us. As part of this process, our compliance team must review all applications before accounts can be opened to ensure accuracy. Of course, we will keep in contact during this, and all stages of creating your financial plan to let you know if any additional information is needed. After this paperwork is finalized, we will schedule our next meeting to further structure your portfolio and your path.
