What to expect as a new client
Start With A Consultation
The investment consultation is the first meeting between our investment advisor and you. This is not a sales meeting and we aren’t trying to sell any product or our services. The meeting is no catch and no obligation. And the purpose of our meeting is to gather information and learn more about your financial situation. We can meet in person or virtually through a video conference.
After the initial consultation, we will meet briefly for a second time. We will present our investment plan and explain why specific investment guidance will help you meet your financial goals and is in your best interest.
Authorize The Portfolio Management Agreement
The first step for a new client is to authorize the Portfolio Management Agreement and review the Form ADV Part 2 Brochure disclosure documents. The Portfolio Management Agreement details the services that will be performed and what to expect as a new client. The Form ADV Part 2 Brochure provides disclosure for Copper Canyon LLC and our investment advisors. It details our business practices and a brief overview of the firm.
Open A Brokerage Account
The most important step is to becoming a new client is opening a brokerage account. Once it’s open it, it needs to be funded. Our clients can choose whichever broker they prefer, but we prefer our clients use Interactive Brokers as a custodial brokerage service. The process begins with opening the account through our special invitation portal. The invitation portal links your new account to our professional advisory account and it allows us to enact our specialized management service.
What To Expect As A New Client
As we begin management in your account, you should expect to receive communications on a frequent basis detailing what securities we are buying and selling. We also detail what payments are accepted and how we align your portfolio to your needs.