Establishing a relationship with Interlake is simple and straightforward.

First, we’ll discuss your personal and financial circumstances in order to understand all we can about where you are and where you want to go.

Second, we’ll help you settle on an appropriate mix between our two disciplines and, if applicable, one of five client profiles in our Allocation program. Once we fully understand your objectives, constraints, and preferences, we will draft a personalized Investment Policy Statement that specifies (1) your expectations of what we will do for you and (2) our understanding of what you want us to do for you. This important document, which we can update whenever necessary, will provide a solid foundation for our mutual pursuit of your investment goals.

Third, with our partners at TD Ameritrade Institutional, we’ll handle the modest amount of paperwork required to open your Interlake accounts and transfer assets to those accounts.

Once your assets have posted to your Interlake accounts, we will implement the program described in your Investment Policy Statement, monitor your progress, and ensure that you have all the information you want concerning your investments.

To learn more about our services, please complete the form available on our Contact Interlake page, call us at 608.204.9709, or e-mail us at info@interlakecapital.com.