When we agree in principle that D. L. Blain & Co. will be your wealth management advisor, you will be given a contract that details all aspects of the advisor/client relationship. Once you review, agree to, and sign the contract, two parallel steps within the process will begin.

First, we determine the level of wealth management service you need to optimize your financial worth in all its dimensions. We then create actionable strategies (including an Investment Policy Statement), to help you achieve your goals. Once your assets have been properly allocated, we continually monitor them to ensure an appropriate balance between risk and reward is maintained.

Simultaneous to the creation of your strategic plan, and in conjunction with our custodian, Schwab Institutional, we prepare all required documents to establish you as a client of D. L. Blain & Co. As a client, you will have convenient online access to your investment account information including monthly statements and transaction confirmations. All ongoing administrative functions related to your investment accounts will be handled by the professional staff of D. L. Blain & Co., LLC.