Strategic Guidance

Overview

Advisor transitions

• Customization of client transition plan and timeline
• Completion of all relevant client paperwork related to transition
• Custodian and asset review/analysis/approval
• Establishment of advisor firm with custodian (as applicable)
• Assistance with client meeting and communication materials related to transition
• New account setup and transfer of cost basis information as applicable
• Trading on new accounts to set them to the portfolios you choose

Practice management

• Initial discovery and consultation
• Customized business analysis
• Assistance with your investment process
• Access to presentation materials