Timeline for making an investment change:

This timeline can vary greatly from client to client, but this will give you a rough sense for how long it takes to make changes to your current investment plan.

• Meeting process: In general the meeting process takes 4-6 weeks.
• Transfer process: Once you’ve made the decision to make a change, we complete all the necessary paperwork, processing and follow up.

a. Set up new accounts: 1-2 weeks
b. Transfer funds from existing accounts: 2-4 weeks
c. Implementation of the new strategy: immediately upon receipt of funds