Some Steps that Outline How We Continue to Serve You
Step One: The Investment Advisory Agreement
- Documents your and our respective rights and responsibilities within the investor-advisor relationship
Step Two: The Investment Policy Statement
The Investment Policy Statement formalizes your investment objectives in a written document showing:
- Your risk profile
- Your investment strategy
- Rebalancing plans
Step Three: Portfolio Implementation
- Jointly, we will review the initial portfolio construction.
- We will assist you in opening an account at selected custodian (or provide us with existing account access)
- Once your account is open we will implement your globally diversified, tax efficient portfolio
Step Four: Ongoing Portfolio Management and Investor Education
- Rebalance your portfolio regularly
- We are proactive in tax-loss harvesting and other portfolio management actions as appropriate to achieve your objectives
- Provide you the discipline necessary to achieve long-term goals
- Conduct periodic meetings based on your needs (in person or phone)
- You experience on-going access to your advisor and the Fundamental team
- You receive access to the Educated Investor newsletter, feature articles, books and other reading materials as well as Web-based resources