How We Work
Getting Started With Us Is Simple
We serve clients securely and conveniently near Munster, IN and across the country. We can serve you too. For ongoing investment management, we prefer to meet with our clients at least twice per year, either in person, on the web, or by phone. We also communicate with our clients using text and email. Most importantly, we are available when you need us.
We’ll explain our investment approach, answer all of your questions, then decide whether our services are a good fit for your needs.
We’ll help you review and complete paperwork (Client Agreement, IPS) and open an account at TD Ameritrade Institutional.
We’ll determine your tolerance for risk, then match you to an appropriate asset allocation. We’ll handle fund selection, trading, rebalancing, and account management.
We operate our advisory firm digitally, which is much more secure and efficient than using paper, mail, and fax. Digital signatures are already recognized as more secure, trustworthy, and reliable than ink and are being adopted by all major financial companies globally, including by our custodian, TD Ameritrade Institutional. Our digital operations are on the cutting edge and provide our clients with the highest level of service and security.
Having a Relationship With Us Is Simple
Our technology partners are among the recognized leaders in the investment advisory business.
We use TD Ameritrade Institutional (TDA) as our main custodian. This is where your investments are held. TDA is one of the top 3 custodians and maintains a reputation for cutting-edge technology and outstanding client service.
We offer our clients access to RightCapital, the next generation in financial planning software. With RightCapital you can manage your debt, analyze your retirement, and track your other financial goals. There is even a mobile app.
We use GoToMeeting for online meeting and video conferencing. It’s an extremely convenient, flexible, and powerful way to meet face-to-face, regardless of location.
Our Other Partners