LET’S GET STARTED

Streettalk Advisor’s approach to your portfolio will combine statistical, fundamental and technical analysis with a host of investment choices and create an investment strategy to meet your specific needs. It’s easy to get started. We’ll work with you to:

Step 1: Define your investment goals and objectives
In order to serve you best, we need to get to know you. When we’re comfortable that we understand your position, we help you lay the ground work for your financial future.

Step 2: Create an Asset Allocation Strategy
After we have established your needs, we will use sophisticated asset allocation software to develop a range of portfolio options to meet your goals. Together, we will discuss the differences and benefits and present you with a strategy created for your unique investment needs.

Step 3: Implement your strategy
Your investment strategy will be implemented slowly and deliberately, to be sure it is precisely aligned with your investment objectives and the appropriate risk/reward parameters.

Step 4: Staying on course
Over time, your life will take some turns that may affect your investment status, such as marriage, education or retirement. Additionally, the market’s movement creates a need for occasional rebalancing. To be sure your investment stays on course, we will meet with you regularly to review your long-term objectives and make changes to your asset allocation as these changes occur.

Step 5: Education and information
We provide you with various avenues to stay on top of what’s happening in the market from newsletters to a daily radio show. Should you feel the need to touch base or have any questions regarding your account, we are there to provide the answers.

Getting started is a simple matter of signing account paperwork with Fidelity Investments Inc. or Charles Schwab & Co., Inc. or FOLIOfn and an Asset Management Agreement, Risk Profile and Investment Policy Statement with Streettalk Advisors.

To make an appointment