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.