• Client completes the Risk Capacity Questionnaire via our website www.acantollc.com so we can assess their family’s financial situation and preferences.
  • Acanto reviews client’s risk profile and discusses investment goals, Risk Capacity and Risk Preferences with them.
  • Acanto crafts a free Risk Analysis on prospective client's current holdings to see if the client’s holdings are aligned with their Risk Capacity.
  • Acanto shows current holdings vs Proposed Strategy mix with clients.
  • Client Opens Schwab Account and/or adds Acanto LLC as Investment Advisor.
  • Client funds account or transfer of holdings (ACAT).
  • Acanto implements strategy on behalf of the client.
  • Portfolio is reviewed quarterly and adjusted if risk capacity or risk preference changes.