There are five customized stages to our client process
1. “Compatibility” Stage: Introduction and Discovery
Who is Matthai Capital Management?
What do you need from Matthai Capital Management?
Can Matthai Capital Management provide what you need?
2. “Commitment” Stage: Getting Started
Clearly define our commitment to help you
Have you review and sign our “Investment Agreement” and the necessary forms to open your account, transfer assets, etc.
Have you complete an “Investor Profile Questionnaire”
3. “Charting the Course” Stage: Customized Investment Strategy
Provide you with a written recommended investment allocation and strategy for your account
Outline specific investment disciplines, guidelines and restrictions related to your account
Set expectations for implementation, ongoing investment management and performance
4. “Checking the Compass” Stage: Quarterly Performance Measurement
Provide you with a written commentary of the markets’ performance during the most recent quarter
Provide you with a summary of your account’s performance in the last quarter, year-to-date and since inception
Are you satisfied with the direction of your portfolio? Are adjustments necessary due to changes in your expectations, life events, financial needs, etc.?
5. “Communication” Stage: Ongoing Support Services
George Matthai will communicate with you about your account according to your preferred method (e-mail, phone, fax, text, etc.) and frequency (monthly, quarterly, bi-annually, etc.)
Our professionals are always available to you to discuss your suggestions, concerns, questions, etc.
We provide a variety of additional support services tailored to your specific account needs (i.e. communicate directly with your accountant, on-demand electronic money transfers to your bank account, on-line access to your account, etc.)
