How often will we meet?

The typical onboarding process usually involves multiple meetings to get to know each other and complete all of the necessary paperwork and transfers. From there, clients typically meet with us once a year in person in addition to a couple of phone calls, emails, or virtual meetings. Everyone has different expectations, so we are very flexible on this. In addition to hearing from us directly, you can sign up for our video updates, articles & newsletters on our homepage in addition to following us on social media located within the website banner at the top of the page.



Do you meet with clients virtually?

Yes, we do meet with clients virtually if that is requested. We have many in and out of state clients that this works great for. We also host a monthly webinar for clients where we discuss everything that we are currently focusing on within the Market.



What do you charge?

We charge an inclusive fee that is a percentage of assets under management. We are more than happy to send you our fee and services sheet.



What is a CMT?

A Chartered Market Technician (CMT) is a professional technical analyst that holds the CMT designation organized by the CMT Association, a global credentialing body with nearly 50 years of service to the financial industry. The CMT marks the highest level of training within the discipline and is the pre-eminent designation for practitioners worldwide. Earning the CMT demonstrates mastery of a core body of knowledge of investment risk in portfolio management, including quantitative approaches to market research and rules-based investment design and testing. To earn and maintain the CMT designation, one must pass three rigorous exams over a multi-year period and must maintain a certain level of ethics within their field. https://cmtassociation.org/chartered-market-technician/



How often will we meet?

The typical onboarding process usually involves multiple meetings to get to know each other and complete all of the necessary paperwork and transfers. From there, clients typically meet with us once a year in person in addition to a couple of phone calls, emails, or virtual meetings. Everyone has different expectations, so we are very flexible on this. In addition to hearing from us directly, you can sign up for our video updates, articles & newsletters on our homepage in addition to following us on social media located within the website banner at the top of the page.



Do you meet with clients virtually?

Yes, we do meet with clients virtually if that is requested. We have many in and out of state clients that this works great for. We also host a monthly webinar for clients where we discuss everything that we are currently focusing on within the Market.



What do you charge?

We charge an inclusive fee that is a percentage of assets under management. We are more than happy to send you our fee and services sheet.



What is a CMT?

A Chartered Market Technician (CMT) is a professional technical analyst that holds the CMT designation organized by the CMT Association, a global credentialing body with nearly 50 years of service to the financial industry. The CMT marks the highest level of training within the discipline and is the pre-eminent designation for practitioners worldwide. Earning the CMT demonstrates mastery of a core body of knowledge of investment risk in portfolio management, including quantitative approaches to market research and rules-based investment design and testing. To earn and maintain the CMT designation, one must pass three rigorous exams over a multi-year period and must maintain a certain level of ethics within their field. https://cmtassociation.org/chartered-market-technician/