The following is a simplified outline of our process for engaging and planning with new clients. Your custom plan provided by our relationship managers will incorporate your needs related to trust administration, oil and gas management, real estate management, financial planning, and/or investment management.

Develop & Execute: Plan 2 – 4 Weeks

  • Discuss risk tolerance
  • Review account objectives
  • Develop & review financial plan

Execute Agreements: Signing Day

  • Execute trust or agency agreement
  • Transfer of assets as appropriate
  • Complete proper documentation
  • Invest assets per plan

Regular Communication: Ongoing

  • Monthly statements
  • Quarterly performance reports
  • Distributions
  • Periodic proactive communications

Annual Review: 1 Year

  • Review annual performance
  • Update financial plan
  • Review investment objectives