FAQ
- What types of clients do you advise?
- Can I view my account online?
- How often will we hear from you?
- Can I receive paperless statements?
- Do you invest in alternative asset classes?
- Will my assets be locked-up in a contract for any period?
- What if I need a cash withdrawal or distribution from my investment accounts?
- How can I know what you are buying for my portfolio?
- Is my account commingled with any other assets?
What types of clients do you advise?
We advise affluent families and individuals at all stages of life. Additionally, we work with family foundations. The principal commonality among our clients is a desire to improve their financial lives and reach their respective goals.
Can I view my account online?
Yes, we provide 24/7 online account access to all of our clients so you can view your investment portfolio in real time.
How often will we hear from you?
As part of our commitment to strong communication, we reach out to all our clients to provide you with a thorough understanding of your portfolio, our strategy for your account and to ensure we stay apprised on any changes in your life. Of course, we encourage our clients to reach out to us whenever they wish!
Can I receive paperless statements?
Yes, when we sign you up for online account access, you can choose to go paperless. Our operations team will provide you with instructions on how to do so if you wish to take advantage of that option.
Do you invest in alternative asset classes?
Yes, we include alternative asset classes in portfolios for our clients. If we believe it is suitable for your objective and offers a compelling value, we will invest in them for you.
Will my assets be locked-up in a contract for any period?
No, there is absolutely no lock-up period for any accounts at Shrier Wealth Management. If you require your assets, they can be sold and cash can be provided to you in 3 business days.
What if I need a cash withdrawal or distribution from my investment accounts?
We make it easy for you to access your capital whenever you need it. Should you need a regular cash payment sent to your checking account, we will set up an electronic transfer of cash to your checking account at no charge. Additionally, should you require a one-time distribution of cash, simply contact us and we will be happy to send it to you via check or electronic transfer immediately.
How can I know what you are buying for my portfolio?
Each time we buy or sell an investment for your portfolio, you will receive an electronic or paper notification. Additionally, you are always welcome to login to your account online and view the changes in real time.
Is my account commingled with any other assets?
No. Unlike at a hedge fund, all assets are held in your individual account and are not commingled with any other client’s assets.