Adviser-client relationship at RJM Capital Management starts with:
- No cost, no obligation consultation and preliminary discussion.
- You fill a confidential investor worksheet, which gives us an opportunity to review your investment objectives, experience and risk tolerance. Your assets can be Regular, Rollover, or Roth IRA, Individual, Joint or Trust accounts.
- If you have current investments, we will do a complementary review and recommend a strategy to reduce risk and improve returns.
- You get the adviser’s disclosure statement (Form ADV Part II), as required by law.
- We both sign the Investment Advisory Agreement. This agreement, which can be canceled at any time, establishes terms, rights and responsibilities of client and adviser.
- We work with you to set up brokerage or mutual fund accounts, based on our experience of execution quality, low cost, and professional relationship. We do not get any commissions or soft dollars compensation of any kind.
- You fund the account and investing marathon begins. We communicate regularly to keep you informed and ensure that your investments remain aligned with your changing personal situation.