Family CFO Services
The Roundview Relationship
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.
- 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.
- 3. Execution
- - Consolidating, transferring, and investing assets according to your Investment Policy Summary.
- - Working with other professionals to execute on your plan.
- 4. Management
- - Provide ongoing investment services and advice.