Here’s how it works to get started with Montoya Wealth’s investment management services.
Discovery meeting. When we sit down together, the first thing we’ll do is get to know you and your finances. This includes learning about your values and your goals for the money we will be managing. We will also consider your tax planning needs, an important part of effective wealth management. During this meeting, we’ll do a Riskalyze risk tolerance analysis to determine the right investment mix for your portfolio.
Investment plan. Once we know what your investment needs are, we will create an asset management proposal. Depending on your accounts' size and complexity, we may write an investment policy statement (IPS) detailing the investment mix and constraints we will apply to your accounts, as well as your risk tolerance and financial goals. We will review this IPS at quarterly meetings.
Investment management and monitoring. When you start working with us, we transfer your accounts to our custodian, TD Ameritrade. Once your accounts are set up and invested, we will begin sending you monthly updates via Blueleaf, our reporting software. We will also sit down with you quarterly, either in our office or remotely, depending on what you prefer.
Questions? Don’t hesitate to contact Brandon at brandon.montoya@montoyawealth.com or 928-460-0972. You can also chat instantly in the lower right corner of the site. Ready to book instantly? Click the button below.