Family CFO Services

The Roundview Relationship

Roundview Framework

Account Minimum: $1 million in cash and securities.

Custodian: Charles Schwab & Company

Relationship: Our partnership with client families proceeds through four steps:

  • 1. Discovery
  • - Getting to know you.
  • - Clarifying your vision and hopes for the future.
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  • 2. Strategy
  • - Creating a detailed financial plan. The Firm takes a holistic approach to client financial lives that encompasses areas such as portfolio management, trust & estate planning, tax advice, and special projects.
  • - Drafting an Investment Policy Summary that governs how Roundview Capital will invest for you.
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  • 3. Execution
  • - Consolidating, transferring, and investing assets according to your Investment Policy Summary.
  • - Working with other professionals to execute on your plan.
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  • 4. Management
  • - Provide ongoing investment services and advice.
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