Client Portal
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What is my responsibility as a client?
Review your investment objectives. As we help you to define your investment objectives, we will need your assistance in the process. Begin thinking about your objectives before our meeting. Your participation and feedback will greatly assist your advisor in formulating your optimal investment strategy.
Ask questions. Your questions will enable you to become an informed investor who fully understands the characteristics of different investment opportunities. If you are unsure of your understanding of your investments or planning strategies, it is your responsibility to bring these questions and concerns to our attention. We will gladly discuss this with you.
Meet to review your portfolio. This is a good time to inform us of significant changes in your life requiring an adjustment in your investment policy. Use these meetings to you full advantage- it is to your benefit to come prepared. Our semiannual reviews are also an opportunity to discuss any major changes in the economy or new tax laws that have the potential to affect you.
Maintain up-to-date records. Try to be consistent in reviewing your confirmations and account statements, and store them in a safe place. When you come across something you do not understand, feel free to ask for our assistance. Keeping good records will help you to be an informed investor and it is especially useful for tax preparation.
Review your investment objectives. As we help you to define your investment objectives, we will need your assistance in the process. Begin thinking about your objectives before our meeting. Your participation and feedback will greatly assist your advisor in formulating your optimal investment strategy.
Ask questions. Your questions will enable you to become an informed investor who fully understands the characteristics of different investment opportunities. If you are unsure of your understanding of your investments or planning strategies, it is your responsibility to bring these questions and concerns to our attention. We will gladly discuss this with you.
Meet to review your portfolio. This is a good time to inform us of significant changes in your life requiring an adjustment in your investment policy. Use these meetings to you full advantage- it is to your benefit to come prepared. Our semiannual reviews are also an opportunity to discuss any major changes in the economy or new tax laws that have the potential to affect you.
Maintain up-to-date records. Try to be consistent in reviewing your confirmations and account statements, and store them in a safe place. When you come across something you do not understand, feel free to ask for our assistance. Keeping good records will help you to be an informed investor and it is especially useful for tax preparation.
