Discovery Meeting
During the initial Discovery Meeting we seek to know and understand your personal situation, focusing on you and your life. This discussion becomes the cornerstone of the relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets and liabilities; and interests. The objective is to assemble a complete financial profile of you and your family. In this meeting we also discuss our investment principles and philosophy and determine your expectations from us.
Next: Investment Plan Meeting
