Let Latner and Associates give you the professional services to ensure your business success.
When you’re ready, you can call us and we’ll walk you through each of the steps to set up your account with Adviser Investments. Even after you designate us as your adviser, your account remains in your name. We never take possession of your assets. We make investment decisions and execute trades on your behalf through a limited power of attorney. In addition to the trade confirmations and statements you receive from Fidelity, we will send you a quarterly report summarizing your holdings and performance with us. With that report, we also send you our Adviser Outlook, which reviews the quarter just past and details our current views on the markets, economy and the investment environment.
- Understanding Your Market
- Strategy Development
- Organizational Alignment
- Government Relations