a relationship with Interlake is simple and straightforward.
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
more about our services, please complete the form available on our Contact
call us at 608.216.4548, or e-mail us at firstname.lastname@example.org.