The process begins with a meeting to familiarize clients with our background and experience. A personalized Investment Policy (IP) is developed for each client addressing their goals and objectives, taking in to account their risk tolerance and time horizons.
Upon completion, your Investment Policy is presented and explained with details of total expenses incurred by you for management services.
What You Can Except From Us
- An investment policy to serve as a strategic guide for each client investment plan design
- Investment implementation
- Weekly market commentary via email by Dr. Charles Lieberman nationally known investment strategist.
- Clear and concise monthly account statements as well as internet viewing of your investment accounts through an independent custodian.
- Quarterly reviews with Ann Eisenhart to stay current with the possible changing needs of the client over time
- Quarterly market and economic web conferences.
- Quarterly newsletter provided by from Advisors Capital Management