We'd Like to Get To Know You Better
In order to create the best investment strategies for you, we do need to get to know you a little better. Once we have a better understanding about your personal and family circumstances, your unique savings objectives and your personal risk tolerances we can get to work. Rest assured, your information is safe with us, we will never share it with anyone else.
Peek Into Our Crystal Ball
Our financial team takes the information you share with us to create several different visions of your financial future. The first will be what we expect will happen if you make no changes and continue along your current path.
Some are happy with what they see, but we find most of our clients are keen to begin implementing changes to create a rosier future vision in our financial 'crystal ball'. And doing so is easy, thanks to our easy to use, easy to understand set of online tools and the assistance of your new financial advisors.
The investment portfolio we create together will comply with all of the appropriate legal requirements and will be completely unique to you.
Ready to get started? Simply complete the online form to open an account and we will do the rest. Once your documentation is compiled and sent to you you will have the opportunity to take advantage of the convenient E Sign option or to return the signed documents via email, post or even fax.
Once everything is in place our experts will take over the day to day management of your investments, but will always make sure you stay in the loop and are informed about every move they make. In fact, you'll be able to check anytime via our online portal and can reach out to us at anytime if you have questions or concerns. And once a year we'll invite you to go through an Annual Review with us, to help ensure that you are still on the right path; the path to a better financial future.
Finding the best person or the best organization to invest your money is one of the most important financial decisions you'll ever make. - Bill Gross
Contact us for a no obligation consultation
Please take the time to fill in the contact form and one of our consultants will call you back.
Sweidan and Co is an authorised Financial Services provider