What is involved in becoming a Campbell & Lee client?
While the process involved in becoming a client is fairly simple we know that you will want to make sure we understand your situation and your investment parameters. This usually takes at least an hour. During our initial meeting we agree on the portfolio mix among the major asset categories such as short term, equity and fixed income holdings. We will often also discuss particular investment concerns you may have as a result of lifestyle, employment or other factors in your investment profile that are unique. In this way investment guidelines are created from which we can manage your portfolio on a discretionary basis 4.
Related Questions
- I have enjoyed being involved with The Beech Consultancy as a client/programme participant, and would be interested in knowing whether I might make a good consultant?
- Is the client currently involved in any form of pulmonary rehabilitation or undergone any lifestyle changes?
- What is my role with SERV as a family member of a SERV client? How can I be involved?
