New Clients

Choosing the right Investment Advisor is an important decision.  In order to better serve you, we implement a 5 Step new client strategy to efficiently streamline your transition to Ferneau Asset Management.  We are confident you will find value in our process. 





The following is a step by step overview of what to expect when partnering with Ferneau Asset Management:

  • Step 1:  Initial meeting to review your current financial situation, investment goals, expectations & risk tolerance.  We discuss the investment opportunities & strategies available to you & answer all of your questions.  
  • Step 2:  Thorough review of your overall financial profile.  We then construct a well diversified financial plan designed to help you meet your investment goals.  
  • Step 3:  Follow up meeting to review & discuss our recommendations.  Before moving forward in the process, we mutually agree on an investment strategy that meets both your short & long term investment goals.
  • Step 4:  We implement our plan.
  • Step 5:  Quarterly, semi annual or annual meetings depending on individual client needs. We work directly with you, as a team, to ensure our plan stays in line with your investment goals & objectives . 

We look forward to helping you plan your financial future.