What happens to my current holdings if I become a BAM network firm client?

Before any changes are made, your new advisor will first analyze your existing portfolio, engage you in an in-depth discovery process to learn about your individual situation, and then discuss his or her recommendations with you.

The overall goal is that your portfolio align with your lifetime objectives in the most cost-effective way possible. Your advisor will help you determine your unique willingness, ability and need to take on market risk and implement a corresponding investment strategy via appropriate (often global) diversification.

Throughout the transition process your advisor will seek ways to minimize the expenses involved in investing, to manage for appropriate asset location between taxable and tax-sheltered accounts, and to eliminate any unnecessary complexity within the collection of accounts within your portfolio. If existing holdings lend themselves to these objectives, your advisor will recommend that you leave them in place. If changes are warranted, he or she will work with you to ensure any transitions occur as smoothly and cost-effectively as possible.

If you would like to talk to a BAM Network Advisor about customized wealth management strategies that can help you reach your financial goals,please call us at (866) 417-2211 or submit our inquiry form by clicking here: Find a BAM Advisor.