Working with Us
We conduct meetings with you to understand your financial situation, financial needs, investment objectives, your risk tolerance, your financial goals and time horizon and introduce you to our services and help you reach your financial goals.
Opening an Account
According to your investment objectives, experience and needs, you may determine the level of our involvement in your investment process by choosing one of the three levels of services below at the time of your account opening with us:
Your Account Representative
You will be assigned an account representative who will be well trained and experienced in helping you construct and implement your investment strategy according to your goals and the service level you have chosen. They will be your first point of contact in your relationship with us.
Your account representative is committed to help you achieve your goals through regular contact, timely account information and is always available to resolve your questions and concerns.