Investment Management
Investment Management — Relationship Structure
Your relationship with Vault Financial, LLC is based on how active you would like to be in the management of your investment account(s).
You might decide that you’re too busy to educate yourself with the various investment products or to stay “up to date” on the market, and you would like your advisor to serve as the chief decision maker in the management of your portfolio (full discretion). Alternatively, you might aspire to make your own investment decisions (non-discretionary “do-it-yourself”). Perhaps your expectations of our relationship is somewhere in the middle (non-discretionary collaborative).
Regardless, we will structure our relationship so that it is suitable to your needs and wishes.
The flowchart and corresponding description presented below will assist you with determining which advisor structure is best for you.