Q
“What is the profile of your typical client?”
- 我们服务的客户范围很广, 然而, the majority of our clients are in between the ages of 51-70, preparing for or already in retirement.
- Due to the increased complexity and challenges in today’s financial world, 近年来，我们扩大了服务范围，为年轻家庭提供财务规划和投资管理服务.
- We help people from numerous industries, 然而, have more recently specialized in helping those in telecommunications, 航空公司, 还有石油和天然气行业.
- While we try our best to serve all clients, our clients typically have a minimum of $250,可投资的资产. We do make exceptions for family or close friends of current clients, individuals seeking a second opinion or not pleased with their current advisor, or someone facing a major life-style change ie changing jobs, 离婚, 死亡, 婚姻, 继承.等.
Q
“I would like to meet with 日博best365下载公司.L.C. 来讨论我的经济状况. 我的下一步是什么?”
- We offer an initial meeting with our financial professionals, free of charge. This gives us a chance to meet you and understand your life goals. 反过来, we will share with you our life planning process, 投资管理理念, 以及我们的客户服务团队.
- By exploring and discussing your life goals, 这将有助于我们双方确定您的需求与我们的理念和服务之间是否有很好的匹配. For more information or to schedule a meeting, please contact our firm at 713-977-3800.
Q
“I have my portfolio at several other investment firms. 讨论并可能将我的投资组合转移到日博best365下载有什么好处, L.L.C.?”
- 新客户经常带着支离破碎的投资组合来找我们，这些投资组合是由多年来的投资组成的，没有真正的长期