Table of Contents chevron_rightHow does Adviser Investments approach client service? chevron_rightHow often will I interact with my Adviser Investments team? chevron_rightWhat types of requests can my client service representative help with? chevron_rightWhat are the standards of care at Adviser Investments? chevron_rightWhat services do you provide? chevron_rightWhen should I contact you? Home Latest Commentary chevron_right Adviser Fund Update Special Report What to Expect From Your Adviser Investments Team June 16, 2021 Table of Contents How does Adviser Investments approach client service? How often will I interact with my Adviser Investments team? What types of requests can my client service representative help with? What are the standards of care at Adviser Investments? What services do you provide? When should I contact you? How does Adviser Investments approach client service? From the very start, you will be partnered with a dedicated relationship team, composed of a financial adviser and one or more client service representatives. Your team will get to know you and be available every step of the way to ensure that your portfolio is aligned with your goals, and that your financial planning needs and service requests are addressed. As a client, you’re always in the driver’s seat; your adviser and client service representative serve as navigators to guide you along your journey. Your financial adviser manages your investments and provides a roadmap to help you stay on track with your financial goals. Your client service representative is your one-stop shop for all things service-related, including helping you with paperwork, money movement transactions and much more. Unlock Access to the Full Article
Home Latest Commentary chevron_right Adviser Fund Update Special Report What to Expect From Your Adviser Investments Team June 16, 2021 Table of Contents How does Adviser Investments approach client service? How often will I interact with my Adviser Investments team? What types of requests can my client service representative help with? What are the standards of care at Adviser Investments? What services do you provide? When should I contact you? How does Adviser Investments approach client service? From the very start, you will be partnered with a dedicated relationship team, composed of a financial adviser and one or more client service representatives. Your team will get to know you and be available every step of the way to ensure that your portfolio is aligned with your goals, and that your financial planning needs and service requests are addressed. As a client, you’re always in the driver’s seat; your adviser and client service representative serve as navigators to guide you along your journey. Your financial adviser manages your investments and provides a roadmap to help you stay on track with your financial goals. Your client service representative is your one-stop shop for all things service-related, including helping you with paperwork, money movement transactions and much more. Unlock Access to the Full Article