Getting Started

Ready to put our experience to work for you? We make it easy.


We start with in-depth conversation

A managed account is designed to create an investment strategy aligned to your personal situation. So we start by getting to know you and what you're trying to achieve. After all, the better we understand you, the easier it is for us to help you meet your needs.

Here's some of what we'll talk about:

  • Your goals
  • Your comfort when it comes to risk
  • How you'd like us to communicate with you

We get to work for you

Once we get to know you and understand why you're investing, we'll provide a plan to show you how we'll help you reach your goal, including the type of investment strategy we think will work, our approach to managing your investments, and the level of risk we'll be taking. Spend some time reviewing it. If you have any questions, just ask. We really want you to feel like this plan reflects you and what you're trying to achieve.

We'll take the next steps together

Once you're ready to move forward, we'll help you get started, including showing you how to open and fund your account.

Next steps

Talk to an investment professional today 800-544-1766