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 made opening an account with us quick and easy on our website. Of course, we are available if you need us.
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 one of our custodians for your investments. TDA maintains a reputation for cutting-edge technology and outstanding client service.
We use Betterment as the other custodian for your investments. Betterment is the technology leader for providing clients a positive, streamlined online experience.
Our Other Partners