Client’s Journey

Nurture’s core belief is to establish and maintain a long term relationship with your Family. You are trusting us with your Family’s financial health and we take that Fiduciary responsibility very seriously. We want to partner with you, be transparent with our decision making process, be available when you want to discuss details and help educate your kids by providing insights into healthy ways to invest for the long term and not to approach financial markets as gambling places.

Explore

  • Contact us

  • Exploratory meeting(s) 

    • Opportunity to understand Nurture’s details and provide answers to your questions

    • You provide context regarding your current situation and your expectations

    • Gap analysis - Review your current Family Portfolio and provide feedback regarding the current gaps

Establish

  • Share the Disclosure Brochure which is our Registration document

  • Prepare the Investment Advisory Agreement that will formalize our relationship

  • Construct the Investment Policy Document that will provide transparency around the execution plan. 

  • Establish the Family Portfolio accounts with the Custodian

Evolve

  • Scheduled: Quarterly reports & sync-up meetings

  • On demand meetings as needed to brainstorm ideas or clarify details