How We Unlock Your Potential
- Learn about who you are & why you are interested in meeting with Antares
- Discuss goals/objectives & tolerance for market risk
- Ask questions & gather financial information
- Discuss Antares Investment Philosophy
- Present & discuss your personalized Financial Review
- Present & discuss your Investment Policy Statement including a recommended portfolio and asset allocation
- Answer questions and make any appropriate edits to plan or portfolio
- Sign appropriate paperwork for Antares & Charles Schwab to open accounts, transfer accounts, setup web access, etc.
- Discuss & review any open items
- What to expect:
- Your Personal CFO
- Ongoing communication & service from Antares
- Monthly statements from Schwab
- Quarterly Report Package from Antares
We provide straightforward, unbiased financial advice to executives, business owners, professionals and retirees. Our role is to help clients make intelligent, well-informed financial decisions.
Our advice is ALWAYS in the best interest of the client. We value long-term relationships with our clients. Our low client turnover is the result of providing exceptional service while helping clients navigate the complexities of their financial lives.