Our business is built on a foundation of thoughtful client relationships and helping you work towards your goal(s).
This introductory meeting is as simple as it sounds. We get to know you and you get to know us, if you decide, we will begin the process. Moving forward Your financial advisor will explain his or her services and define each of your responsibilities within the relationship. We will discuss the scope of the relationship, how decisions will be made and compensation.
Building Your Investment Strategy Using Riskalyze Riskalyze Flyer
For this step we work on creating an investment strategy based on your goals and time horizon. We build a strategy/portfolio to match your Risk Number based on the level of risk you are comfortable with; this is taken from your Riskalyze questionnaire.
Once you are happy with the strategy designed for you, your advisor will prepare the necessary paperwork to open your account(s).
Action Required by you
Sign by using eSignature or we can mail to you for wet signature.
You will be notified once the account has been open and funded. The account will be viewable to you in Adviceworks shortly after that.
Your advisor will meet with you periodically to review your strategy and progress towards your goal(s). This can be done by teleconference or by video conference.
Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.