Our proprietary TriVant Elevated Asset Management (T.E.A.M.)
Process has been developed as a culmination of our industry
experience and research. It is an ongoing collaborative process
between us and you to ensure that your portfolio is customized
in a strategic and suitable manner.
Preliminary discussion enables us to identify your needs before
we suggest an appropriate course of action for your consideration.
It also gives you a chance to get to know us.
Ongoing interaction keeps you apprised of portfolio progress
and helps us monitor your satisfaction and portfolio suitability.
IDENTIFY YOUR NEEDS
STEP 1 – INITIAL CONVERSATION
Discussion regarding your situation
Address your initial questions and concerns
Provide you additional information
Arrange to provide us current statements
STEP 2 – 1st MEETING - DUE DILIGENCE
Formal overview for you of our Company
Verify all information you provided to date
Ensure your cost basis of securities is accurate
Gather further information for your analysis
STEP 3 – 2nd MEETING - FORMAL PRESENTATION
Detailed analysis & recommendations
Written report is provided
Address your further questions and concerns
Overview of next steps |
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DELIVER YOUR SOLUTION
STEP 4 – REQUIRED DOCUMENTATION
Your Client Profile & Letter
of Agreement
ADV Receipt & Acknowledgement
Account Transfer & Setup Forms
Your Custom Investment Policy Statement (CIPS)
STEP 5 – ASSET TRANSFER
Initiate your asset transfer to custodian
Provide you a written manual with contacts
Ongoing communication regarding status
Review of your strategy prior to implementation
STEP 6 – PORTFOLIO MANAGEMENT
Your portfolio is implemented and monitored daily
Continuous proactive communication
Full array of reports and articles of interest
Your portfolio is adjusted as needed |
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What This Process Means To You
You will have a sensible investment plan that will be positioned
to achieve your goals.
We invite you to contact us so that we can provide you a free
analysis via the first phase of our T.E.A.M.
Process.
