Getting Started

To get started we recommend a meeting with one of our advisors to get an idea of what your long term goals are and how our investment approach fits with your investment requirements. Step two is establishing an account with one of our custodial providers (see Custodians). Step three is to review our fee schedule and our ADV Part IIĀ brochure. Then we have an agreement outlining our services for your review and approval. Then we can begin!