ANSWERS

• I already have an account with other banks/brokers. What is your value added?

We agree the big banks and brokers are very good at certain elements of the investment process. However, you might be surprised to learn that the one thing they do not excel at is objective and proven investment advice. Our truly independent approach and pledge of allegiance offers advantages they simply can not. Therefore, we work in close partnership with them. So you get the best of both worlds, their infrastructure and safe-keeping of your assets, with our strong independent skills in investment management.

• How do I achieve a complete financial solution for all my needs?

  We believe the best way to address all your needs is to rely on us only for your investment management needs and with our partners for your other needs such as financial planning, estate planning, tax planning etc. Each of these is a highly specialized field and you deserve the best representation in each category. Some large banks attempt to house all such specialties under one roof; in our experience such an approach is less effective, more expensive and more likely to result in conflicts of interest. 

•  I am not based in California. Can we still work together?

  We can service our clients regardless of location. All our account management is done securely on-line and all of our client communication is well suited to phone, email and video conference calls, as convenient to you.

•  How can I start investing with you?

To invest with us, you start with a preliminary no-obligation complimentary assessment of your current approach to managing your wealth. After we understand your goals, your risk tolerance, your constraints and other factors we can mutually agree on whether it makes sense to proceed. To formalize the relationship, we sign an investment management contract which you can extend or terminate at any time. Since you do not deposit your wealth with us, i.e. we do not take custody of your assets, you will additionally need a bank or brokerage account at a large reputed institution that is compatible with our investment and operational processes.

Contact

You can reach us after we are operational in Fall 2015.

If you would like to enter into a preliminary no-obligation discussion of your investment strategy and portfolio requirements, please email. To make our first conversation more productive, is there anything you would like to tell us in advance about what is working well or not working in your current investment approach?

rehan@SmartAlts.com