First Meeting

Initially, we will have a complimentary meeting to get acquainted.  Normally, these meetings are held at our office, but are occasionally over the telephone if there are logistical challenges.  We want to learn about your goals, objectives, risk tolerances, past experiences, concerns, etc. with regard to your investments.  At the same time, we want you to learn about us… how we work with clients, fee structures, investment strategies,  philosophies, etc.