Our Meeting Process for Invest Efficiently Asset Management Services
Tell Us About You
The first step is for us to learn about your current situation, your goals, and values. We also describe our investment process.
Your Strategy
In this meeting, our Advisors present a review of your situation, and present our Investment Strategy that is designed for your unique situation. This is a detailed presentation of our investment process and recommendations.
Put It Together
If we mutually agree our investment strategy and process is right for you, we take the next step. Our Team takes care of putting your investment strategy together, down to every last detail.
Follow-Up
After your Investment Strategy is implemented, we get together to review your new portfolio, statements, and make sure you are comfortable with account access, ways to reach us, and the services we provide.
Account Review Meeting
The Account Review Meeting is the foundation of our ongoing client relationships.
Our firm continuously monitors your investments under our management throughout the year and will alert you to any recommendations our Team may have.
Your finances are not static-neither are you. The Account Review is the time to review your progress, update your situation, re-evaluate if necessary, and make any needed adjustments. It is the way we help you stay on track, to ensure your goals and visions become your financial reality. As your Journey evolves, we will be there with you.
Personal Account Review
While our Asset Management programs systematically monitor your investment portfolio, the Personal Account Review is focused on how your overall investment portfolio works together.
Our Advisors will review your entire portfolio and if needed, provide specific recommendations for your situation.
Annual Check In
A member of our Client Service Team will check in with you to review your profile information, beneficiaries, account access, bank accounts and more to help keep us up to date with your situation.
Our Assistance Center provides tools allowing you to start many common service requests, access your accounts, schedule a meeting, message us, send or view files, use our online planner, determine your risk tolerance, and more!
Wealth Reporting
The custodian that holds your investments will provide statements of your account and activity.
Knox Financial Services provides your Personal Financial Website that offers a complete view of your investment portfolio and tracks your progress over time. You may also link your other assets, such as retirement plans, savings, banking accounts, and liabilities, like mortgages, loans and credit cards, for a complete picture of your financial situation. This site is updated daily and tracks your progress.
We provide an annual summary of your consolidated account activity, including your performance and asset allocation. You may access our Wealth Reporting site that is also updated daily, if you wish to check in with your investments more frequently.
Newsletters, Insights, and Updates
We offer a number of ways to stay informed! Choose the information that is of interest to you:
Knox Notes - Commentary from Jason Knox, AIF®, CRC®, addressing select economic and market topics.
Knox Financial Minute - our monthly Newsletter with a broad range of financial topics.
Happenings! - Updates about Knox Financial Services, events and other happenings.
Market Insights - our brief video that covers what is going on in the financial markets.
We also provide a variety of Economic and Market Review resources.
Financial Education Series
Our Financial Education Series are an opportunity to learn select financial topics, such as basics of investing, types of investments, retirement plans, financial planning, and more.
If you wish to subscribe to our Education Series, each month you will receive an email article covering the topic of the month. No homework is required, but a great chance to learn about financial topics.
Questions
We know that life happens - it is a Journey!
If you have questions or concerns, something comes up, or you wish to check in, your Advisors and our Client Service Team and are available to address your concerns.
Client Events
We believe the Journey is better when we get to interact with others. Our Client Events are an opportunity to meet others, share fellowship, and have some fun.
CPR - Cardio Pulmonary Resuscitation Training
At Knox Financial Services, we wish to help by offering CPR training sessions. With our classroom session, you will experience an instructor-led, hands-on class format, that teaches or reinforces skill proficiency. Upon completion of the class, you will have the opportunity to receive your certificate of completion.
A fun day to view the scenic northeast Iowa landscape and mingle with fellow clients and guests.