Client Benefits

As a client of Amling Investments, you can expect the following benefits:

Personal meetings when you need them and at times and locations convenient to you.  You will meet with your Personal Wealth Advisor at least once a year for your annual portfolio review, but he is always available to review your portfolio or financial plan, discuss market issues or life changes, or answer financial questions as they arise.  Your Personal Wealth Advisor is always here for you and can be reached via phone or e-mail during business and non-business hours.  

Periodic portfolio review.  It is smart practice to review your investment priorities and portfolio performance on an annual basis, making strategic changes as necessary.  At your annual portfolio review, you and your Personal Wealth Advisor will review your current holdings and their performance as compared to market benchmarks to ensure that your portfolio is aligned with your financial goals.

Ongoing monitoring and wealth management. Our monitoring and management of your portfolio is continuous, which allows you to rest easy knowing that your investments are in good hands.  You will receive personalized investment reports on a quarterly basis and will have convenient online access to your account in case you ever want to check in.  

Referral bonus. You will receive six months of free service as our way of saying thank you for referring new clients to Amling Investments.

Hear what others are saying about Amling Investments by visiting our profile on Yelp or requesting a client testimonial.