World-Class Global Portfolios for Today's Investor

Becoming a Client

First, contact us. Phone is great. In person even better. We’ll answer all your questions and send you back an application packet with your client information form and risk tolerance questionnaire. Complete this and return to Sensible Portfolios.

Once we get that, we’ll assess the best Sensible Portfolios model that matches your investment goals and need for safety. We’ll also follow up with you– by phone, or in person, — to discuss our findings and also provide you a quote.

If you like what you’ve heard, you’ll join others who liked what they heard, and we’ll send you our investment management contract and independent custodian account-opening forms. (Sorry, forms are part of the process.) But you only have to do it once.

We’ll even help you complete the paperwork along with establishing Web-based access for ongoing communications with you, including portfolio reports and management of your accounts.

Finally, regular communication is key. We’ll touch base with you as needed. But always feel free to contact us with questions or concerns.

Schedule a free 15-minute call today.

Learn more. Get started.