A Benefits-Driven, Independent Approach
At the heart of our service is people. Through our step-by-step process, we analyze and present our unique strategy for providing a truly personalized approach. Focusing almost exclusivity on personalization, Howard is dedicated to making your experience better.
Howard meets with the advisor to discover clients’ specific needs.
Once deemed a fit, we then discuss the investment options available and how our private wealth service fits into your overall financial picture.
Howard customizes the investment portfolio/strategy.
After careful analysis of the client’s statements, we examine any current investments to construct and optimize a new custom portfolio.
Howard presents the personalized proposal.
In conjunction with the advisor, Howard will present and explain the proprietary systems used to create the personalized proposal to the client.
Howard begins to implement the customized portfolio
Once approved, the portfolio manager begins implementation by sending the client all necessary paperwork while monitoring the account(s) until fully invested. Howard also sets up a welcome call to introduce the client to their dedicated manager and team.
Howard reviews quarterly with the advisor and client.
While communicating on a quarterly basis, we will deliver the advisor and client a monthly HCM newsletter, as well as provide access to educational materials to aid in the portfolio journey.
As a transparent and accessible partner we are here to help you stay informed. Sign up for weekly news from the desk of CEO and portfolio manager Vance Howard, to see our latest insights and takes around current market developments.
Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Customized services, proprietary analysis tools, and consideration of illiquid assets should be construed as guarantees of a particular outcome. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged advisers, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.