Identifying clients' financial needs, tailoring investment programs primarily through high quality and cost-efficient ETFs/funds and helping clients to stay on track with their financial goals are the key elements of our process.
At this stage, we will help clients to clarify their medium term and long term financial needs, and prioritize their financial goals and match them with investment strategies.
Songbird will design an investment program with consideration with clients' financial needs and goals.
Songbird will help clients consolidate their assets on the Schwab Institutional Platform to provide peace of mind for the safety of the assets as well as world class reporting and record keeping.
Songbird will review the investment program periodically or as needed. Songbird manages clients' assets on a discretionary basis and executes investment program as planned. However, clients do need to inform Songbird when they have life changes that will affect their financial situations.