An Awesome Client Experience Process
Gather Data
In our initial conversation, we will discuss your short and long-term goals and discover your life dreams. With your help, we will gather all relevant financial and family information needed to develop your strategy. We will listen attentively to all you have to share.
Assess Risk Tolerance
We utilize state-of-the-art software to assist us in determining the risk number that we use to develop an investment strategy that will enable you to maintain the course in both up and down markets.
Craft Plan & Build Portfolio
Using your risk number as a guide, we build out your financial plan and investment portfolio to match. We use up to four different investment models allowing us to target different planning goals.
Implement & Monitor
We implement your plan on a customized schedule based on your existing investments and best practices for transitioning to your new plan. The portfolio is monitored daily.
Trade
All trades are initiated in our office and trading fees are generally covered in our advisory fees. Depending on which of our models are used in your portfolio, trade cycles could be monthly, quarterly or semi-annually. In more volatile markets, trade cycles could even occur more frequently should the need arise.
Report & Review
We recommend a minimum of one face-to-face meeting per year; but are open to meeting as often as you like. We encourage communication and welcome your calls. We also offer meetings through "Meet My Advisor" for cleints outside of the greater Cincinnati area.
Last reviewed 6/1/2022