Question 1

Are you a fiduciary?

Accepted Answer

Yes, we are professionally obligated to put our clients' best interests as the primary objective in our decision-making process for building their portfolios.

Question 2

Will I have online access to my account?

Accepted Answer

Yes, if you would like to have online access, we can set you up for that.  Below is the link to that homepage:
https://oneview.v2020-sai.com/

Question 3

What do I need to bring to the first meeting?

Accepted Answer

Before our first meeting, we will send you a Welcome email. Included in this email will be the following items:
 
1. Topics we will discuss.
2. Onboarding process should you decide to become a client.
3. Items to bring to the first meeting.
 
Since this is our first meeting, we understand if you don't want to bring any information. However, the more information we have - the more productive we can be to answer your questions and see if we're a fit to work together.

Question 4

Is there an asset minimum?

Accepted Answer

We do not have an asset minimum. However, there are two tiers of investment service that we can offer based on one's investable assets. More than anything, it has to do with our ability to manage accounts efficiently and effectively. Regardless of asset size, we treat every client with the same level of respect and promptness. Below is an example of those tiers:
 
$0 - $29,999 = Placed into our Actively Managed ETF Model (Exchange Traded Funds)
$30,000 + = Placed in our proprietary models built with individual stocks and ETFs.

Are you a fiduciary?

Will I have online access to my account?

What do I need to bring to the first meeting?

Is there an asset minimum?

How often will we meet?

What do you charge?

Do you meet with clients virtually?

What is a CMT?