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When you are ready to open a managed account, our Client Service Team will assist you with the process from start to finish. We encourage all of our prospective clients to call or meet with us to learn about our account offerings in depth. Our first priority is to determine your investment needs so we can help you choose the most appropriate account. Some of the things we will speak to you about are your investment objectives, time horizon and risk tolerance. A dedicated member of our Client Service Team will then guide you or your advisors through our new account documentation. All of our managed account clients receive monthly account statements and portfolio commentary, quarterly letters and invitations to our client update calls and events. To begin the process of opening an account, please contact us via e-mail at info@wpstewart.com or call 888.695.4092 |
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