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Our
company prospers as a result of
building trusting relationships with
our clients. We build and maintain
trust by ensuring that our
recommendations are appropriate
based upon each client's personal
profile, by clearly explaining
investment strategies, and by
providing a measurement of our
performance against an accepted
benchmark.
Before
becoming an IAM client, it is
important that you feel comfortable
with our services and philosophy
towards portfolio management and
financial planning, and that we feel
comfortable having you as a client.
The purpose of the initial
consultation is to meet and discuss
whether our services are appropriate
for you.
The
initial meeting can be conducted by
telephone, video conference, or in
person at our office or at a
location of your choosing. There is
no fee or obligation for this
consultation and, if it turns out
that our services are not
appropriate for you, we would be
happy to direct you to another firm
that provides services more suitable
for your needs.
To
arrange for a consultation, please
contact us by telephone or email. |
