A Sensible Process
Are you ready to get started? As with our solutions and services, we strive to simplify the process of becoming a SensiblePortfolios investor:
- Contact us. We’ll answer your questions and ship an application packet including your client information form and a risk tolerance questionnaire for you to complete and return to us.
- When we receive your application, we’ll assess which SensiblePortfolios model seems to best match your investment goals and risk tolerance. We’ll follow up with you – by phone or in person, whichever you prefer – to discuss findings, answer questions and provide you with a quote for our annual, flat-rate fee.
- If you like what you’ve heard, we’ll send you an investment management contract and independent custodian account-opening forms.
- We’ll help you complete your paperwork and establish Web-based access to your ongoing portfolio reports and management. To ensure compliance the state and federal privacy laws, we do not accept or send out emails that contain sensitive personal information. This includes social security and account numbers and first and last names; and other information we deem sensitive.
- We’ll touch base with you regularly to keep you informed. Or you can contact us with questions or concerns.
