Client Process

The 5 phases of the Client Process

Phase 1

Making Contact

Our approach to wealth management is as visionary as our customer service philosophy. We’d love to hear from you for an initial consultation.

Phase 2

Getting to Know Each Other

The goal of our initial meeting, which takes roughly 20 minutes, is to introduce ourselves to each other.

Phase 3

Your Investment Strategy

During your second meeting with Highlander we’ll tell you more about our investment strategy and gain an in-depth understanding of your needs, resources and goals.

Phase 4

The Makings of a Portfolio

We will work together so that you are excited to move forward with your new portfolio.

Phase 5

Welcome to Highlander

We will enter into a formal client-adviser relationship.

Ready to explore your investment options with us ?