My Portfolio Guide works in conjunction with your existing attorneys, accountants and other professional advisors. During the Discovery phase of our Investment Process, we carefully review who the key players are in your overall financial picture. By understanding where and how you are served we can further manage risk and add value to your other relationships.
“The right hand should always know what the left is doing…”
One of the most critical alliances we have is through our relationship with Schwab Advisor Services. We have selected Schwab as our preferred custodian and brokerage firm as they offer the best overall value in the industry.