How We Work
We serve clients locally and remotely, regardless of location. We can serve you too.
Getting Started With Us Is Simple
We serve clients securely and conveniently near Munster IN, Naples FL, and across the country.
For ongoing investment management, we prefer to meet with our clients at least twice per year. More importantly, we are available when you need us.
STEP 1
We’ll listen to your concerns, understand your needs, answer your questions honestly and clearly, then decide whether our approach and services are a good fit.
We’ll listen to your concerns, understand your needs, answer your questions honestly and clearly, then decide whether our approach and services are a good fit.
STEP 2
We’ll analyze the data, perform a vulnerability assessment, do a needs analysis, and define specific goals. We routinely start by quantifying the client’s risk profile.
We’ll analyze the data, perform a vulnerability assessment, do a needs analysis, and define specific goals. We routinely start by quantifying the client’s risk profile.
STEP 3
We’ll handle fund selection, trading, rebalancing, and account management. For advisory services, we’ll provide you with professional insights, actionable solutions, and ongoing guidance.
We’ll handle fund selection, trading, rebalancing, and account management. For advisory services, we’ll provide you with professional insights, actionable solutions, and ongoing guidance.
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 both of our custodians, TD Ameritrade Institutional and Betterment For Advisors. 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 partners are well-known and the most respected firms in the world.
