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 progress.

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.