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Starts with You
Asset Management
our step by step process to manage your money
*If you have multiple accounts with us - we can overlay a targeted portfolio stretched over all of your accounts in order to minimize tax exposure
step 1 This all starts with you
open the account you need with us
or transfer an account over for us to manage
step 2 Account opening
a simple new account interview to quickly open the accounts you need
Personal
Information
Driver's
License
P Smit
Electronic
Signature
Account
Funding
step 3 Planning for your goals
lay out a plan for your ability to contribute towards your savings as well as plan for your desired future distributions
step 4 Assigning a personally tailored model portfolio
that we can overlay across one or all of your accounts*
Taxable Brokerage
Tax-Deferred - IRA
*step 4b Tax score each investment
Stocks
Bonds
Alts
Tax-Free - Roth IRA
*step 4c Allocate the tax burden
using AI to dynamically assign a
tax burden to each investment
into the accounts that are best suited to minimize your overall tax exposure
step 5 Algorithmic rebalancing
systematically rebalancing across all of your portfolios while attempting to minimize your overall tax exposure
step 6 On the fly Al performance reporting
Tailoring Your Portfolio
Planning
Algorithmic Rebalancing
AI Reporting
Account Opening
Anchor 1
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