How does it work?
To prepare your financial plan, you will have a series of
meetings with an advisor to develop an investment strategy
and coordinate ongoing portfolio management. When this
plan is finalized and you have a solid understanding of the
allocation and the reasoning, the plan will go in effect. You
will receive regular financial statements and performance
measurements. Periodically, your advisor will meet with you
to address changes in your situation and evaluate your portfolio’s
While client assets are held and insured at Charles Schwab Institutional, through our prime brokerage agreement, Denali Capital has access to many bond dealers and can utilize many of the industry's premier trading facilities in pursuit of the best prices for our clients. If desired, conveniences such as checks, debit cards,
online access, and automated deposits/withdrawals are available.
Monthly statements from Charles Schwab will be sent in addition
to the statements and performance measurements sent
by Denali Capital on a quarterly basis.