A Year in the Life of a Client Portfolio Review and Rebalancing Analysis ------------------------ -- Create Client Summary, Performance Reports, and Recommendation.

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Presentation transcript:

A Year in the Life of a Client Portfolio Review and Rebalancing Analysis Create Client Summary, Performance Reports, and Recommendation s Client Update Meeting Complete Follow- up Tasks from Update Meeting Schedule Next Quarter’s Update Meeting Monthly Investment Committee Meeting Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Client Update Meeting Complete Follow- up Tasks from Update Meeting Schedule Next Quarter’s Update Meeting Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Client Appreciation Event Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Client Update Meeting Complete Follow- up Tasks from Update Meeting Schedule Next Quarter’s Update Meeting Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Send Out Bi- Annual Newsletter Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Portfolio Review and Rebalancing Analysis Create Client Summary, Performance Reports, and Recommendation s Client Update Meeting Complete Follow- up Tasks from Update Meeting Schedule Next Quarter’s Update Meeting Monthly Investment Committee Meeting Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Client Update Meeting Complete Follow- up Tasks from Update Meeting Schedule Next Quarter’s Update Meeting Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Send Out Bi- Annual Newsletter Portfolio Review and Rebalancing Analysis Monthly Investment Committee Meeting Quarterly Update Meeting Attend Appreciation Event Quarterly Update Meeting Read Newsletter Quarterly Update Meeting Quarterly Update Meeting Read Newsletter