Client Experience

From the moment you sit down with one of our advisors, we begin getting to know you and shaping our relationship with you. Our process helps us customize this relationship for your needs.
 

1. The Interview Process: Getting to know you, your preferences, goals, and experiences. Understanding your entire financial picture helps us better serve your needs.

2. Risk Tolerance Questionnaire: Understanding your comfort level with short-term market risk and generating a risk score.
 

3. Balancing Longevity Risk: We use a Monte Carlo simulation to stress test your portfolio's long-term performance under different market conditions.

4. Recommendation: We create and present an investment portfolio based on the information we've obtained throughout the process. The goal is to balance your risk tolerance with your longevity risk to optimize the success of your plan. We may make some changes based on your feedback and preferences before settling on the right plan.

5. Implementation: Once you feel comfortable with your investment plan, we will prepare your accounts and implement the allocation
 

6. Review and Update: We'll reach out to you frequently to discuss changes we're making to the investments in your portfolio and our forward-looking expectations. Once a year, we ask you to spend a little more time with us to make sure we are still on track to meet your goals and make sure we adjust your portfolio if your circumstances change.