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.