At M1 Capital Management, we start off each relationship by trying to get a thorough understanding of your investment objectives.
Our client relationships begin with gathering your information and determining your goals and expectations. We make sure that we’re crystal clear about what you want to achieve before providing any advice.
Having thoroughly analyzed your situation, your goals, your timeframe, your risk tolerance and other factors, our team develops clear, straightforward recommendations.
Advise and Implement
Finally, we agree on who will monitor progress toward your goals. If we handle that responsibility, we will periodically review the situation with you and adjust recommendations as needed.
Monitor and Evolve
We don’t just give our clients plans and then move on to new business. We actively monitor your progress, make course corrections and, if your goals change, adjust for a new destination. Our job isn’t complete until your goals are reality.