STEP-BY-STEP STARTER GUIDE
Not sure where to begin or if you even need an investment adviser? Our 4 step process will help determine if Park and Elm is right for you.
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INTRODUCTORY MEETING
In this complimentary evaluation, we listen to you and learn your goals. We then educate you on our approach, gather necessary data, and officially begin our relationship.
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REVIEW/ANALYSIS
We review your current situation and utilize our cutting-edge risk assessment technology to match your personal risk tolerance with your investment strategy.
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RECOMMENDATION AND PLAN OF ACTION
After we’ve completed our initial analysis, we begin developing a disciplined approach for achieving your specific short- and long-term goals.
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COMMUNICATE AND CONTINUOUSLY
MANAGE PORTFOLIO
MANAGE PORTFOLIO