We provide a free initial consultation in which you are able to ask questions of us, about the firm and our philosophy, and in which we can get to know you, determine what your financial needs are and how we might be able to help.
From there, you provide us, through additional conversation and a written questionnaire, information about your financial goals, objectives, priorities and values. We discuss, in detail, your current financial status.
A comprehensive financial plan is then developed that will include a personalized investment plan based on your risk tolerance, time horizons and tax situation. We meet with you as often as it takes for you to feel comfortable with the plan and investment policy statement (IPS).
While you are then under no further obligation, most clients then entrust us with the management of their money. We implement the plan set forth in your IPS and continually measure, monitor and manage your account.
You receive monthly statements from the custodial firm, a quarterly statement from Amicus and an annual review of your account, as well as periodic updates.
