A good plan should be easy to track by comparing the actual results to appropriate performance benchmarks. Automatically, you'll receive personalized services on a recurring basis:
A one-to-one annual meeting to review your financial plan. This is an important part of the management process that helps ensure your investment strategy remains appropriate for you.
Regular meetings with your Client Advisor — as often as you see fit - unrestricted access by phone or e-mail to answer any questions, discuss your portfolio or address any concerns.
Continual monitoring of your investments. Reallocation of investment holdings as necessary based upon market trends, risk tolerance, and investment goals.
A monthly account statement that shows trade confirmations from our custodian, Charles Schwab, Inc.
The Quarterly Investment Review and Outlook letter that summarizes our views on current market trends and global conditions affecting the market, inclusive of a Benchmark Analysis to compare the performance of your assets to selected benchmarks.
Online access to your accounts and statements from our custodian, Charles Schwab, Inc.