How does the Personal CIO service work?
It's easy. For starters, we're going to listen. We can't help guide you until we know where you want to go. In order to do that, we need to understand your situation and what you want to accomplish.
As a result, this involves interaction with Areté's founder and CEO, David Robertson. Dave usually starts by getting some information about your background and asking about your concerns and priorities. Then he outlines his views of key market risks and opportunities and focuses on issues that are likely to be most relevant to you.
What happens after that depends on you and your circumstances. We can continue the conversation in more detail, give presentations, lead group discussions, or whatever you prefer. We want to share our knowledge of the markets and the economy; exactly how that can be most effective is up to you.
You can think of the relationship as being like one with an expedition leader. We're here to help you get the most out of your investment journey!
As a result, this involves interaction with Areté's founder and CEO, David Robertson. Dave usually starts by getting some information about your background and asking about your concerns and priorities. Then he outlines his views of key market risks and opportunities and focuses on issues that are likely to be most relevant to you.
What happens after that depends on you and your circumstances. We can continue the conversation in more detail, give presentations, lead group discussions, or whatever you prefer. We want to share our knowledge of the markets and the economy; exactly how that can be most effective is up to you.
You can think of the relationship as being like one with an expedition leader. We're here to help you get the most out of your investment journey!
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