Hassle Free Experience
We realize investing can be stressful and difficult. To make the process less stressful we have a knowledgable group of men and women, who know exactly what has to be done, when it needs to be done and how to do it. They are dedicated to making sure your experience with us is easy and stress free.
If you’re new to us, you make one call, we do the rest. After your initial call with your dedicated liaison, the hardest part of your job is done. We take it from there.
We prepare all documents and track all transfers, so there is very little for you to do. And we will keep you informed with periodic status updates.
Want to track your progress? we’ve got a plan for that too. No reason to feel in the dark, our client relations managers are on top of it.
Your team will establish your online account access for you to view holdings, values and performance. All you have to do is wait to receive your temporary password.
Worried about tracking cost basis? Don’t be - we’ve got a plan for that.
We confirm all cost basis and make sure everything is accurate.
We’ll even prepare a tax report that will outline what the potential tax implications may be if positions are sold in your account. We’ll discuss this with you and your tax professional, in advance of any changes, so there are no surprises.
It doesn’t end there. Once you’re a client you can expect the same level of service from your hand picked team. The same team that assisted as you joined our firm remain with you for years to come.
We intend to communicate with you on regular intervals to keep you up to date regarding changes in the market and changes to your account holdings.