Working with clients

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

Prospective clients

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

Existing clients

• We recommend meeting or speaking at least annually to evaluate if investment and other goals are being met or have changed, and to adjust as needed
• Written quarterly reports are provided and additional commentaries are delivered when markets are turbulent
• To the extent desired by you, we’ll provide resources and education to help you become more knowledgeable about investments and how to achieve your financial objectives
• Our goal is to make you feel like our only client – we strive to be proactive and to respond quickly and accurately to all requests