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 The Team Approach
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The Team Approach
At iCapital each potential client will have a complete introduction to our firm and our beliefs. The team approach we utilize will ensure that every aspect of your relationship with Blackstone is clearly defined.
The initial consultation will detail our philosophy of Investment Management; at Blackstone we believe our clients should share in our recognition that a disciplined, time-tested approach to portfolio management is what they desire. We will highlight our qualifications, explain each step of the process, and fully disclose our fee structure.
At that point it's up to both parties to decide if this relationship will be mutually beneficial and rewarding. Depending upon facts and circumstances Blackstone clients can expect to receive the following:
- Assignment of Advisory team
- Comprehensive Portfolio Diagnostic
- Detailed Financial Plan for Goals & Objectives
- Customized Investment Strategy Report
- Consolidated Quarterly Household Performance reports
- Quarterly Market & Economic Commentary
- Annual review
- Review of Legal & Tax Documents
At Blackstone we value the relationship with our clients and will provide each of you with outstanding service, personal attention, and a professional team that shares in your beliefs.
At iCapital, we succeed only when you do!
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iCapital, LLC
One Harbour Place, Suite 115, Portsmouth, NH 03801, 1-866-403-6440
©
All Rights Reserved
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