All new accounts are open and held at Charles Schwab in client's name, with 24/7 access.

Please note: Account minimum is $250,000

Steps to open an account:

1) Investor Profile Questionnaire: This is a risk tolerance assessment - we want to make sure you are a good fit for our strategy.

2) Strategy Review (Held over Zoom/phone/email): We will review the risk assessment, investment strategy, and discuss any questions.

3) Set Up at Charles Schwab: We gather the required information from you to open your Schwab account(s).

You will then receive the new account documents to sign via e-signature

4) Funding account: Congratulations, your account is now open. We will send you instructions on how to fund your account(s).
‍
5) Once the account is funded, we will begin to invest/re-allocate in line with our strategy,.