At M1 Capital Management, we are driven by your success. We help our clients to invest with intention to meet their goals. We become a partner through all walks of life. Whether you are retired, saving for retirement or building your family, our guidance, investing principals, planning and passion take you where you want to go.
Every new client will exprience our four step process. First we learn about our clients family, career, finances and goals. This helps both clients and advisor determine if their values align and there is potential for a great relationship. The second step is a deep dive into our clients' financial documents to make sure we understand the details of their financial situation and risk tolerance and can identify unique opportunities. The third step is planning and implmentation where our advisors meet with clients, discuss their findings, and work with them to institute the necessary changes. The final stage is an ongoing process to advise and evolve. Through periodic meetings and communication, we regularly update, pivot and rebalance our clients financial plan and portfolio.
Not only does this approach make us more accountable to our clients, but we believe it’s also more effective in helping them succeed.
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