Each client is unique
For some clients we provide investment management services only and for others we include related financial planning ... but for all we provide tailored solutions customized to meet each client's needs
We have an inital consultation to discuss your specific issues and whether Dann Asset is right for you.
Assuming a good fit, we'll:
- Have additional conversations and you'll provide us with information (completing our Client Questionnaire and Client Profile) about your existing investments and finances and your near and longer term financial goals, concerns and commitments
- Enter into a written investment advisory agreement that will include investing guidelines, which likely evolve over time as your needs change
- Develop a plan for financial issues beyond investing should you desire such a plan