Investment Planning Workshop
This service delivers a workshop and investment plan for our client. The investment plan consists of a summary of assets, expenses, timelines and objectives for our client. It also includes a discussion of investment options, including the use of our proprietary Chicago Quantum Net Score (CQNS) algorithm and platform.
This service consists of multiple preparation calls and meetings, a workshop (in-person) where we build a firm understanding of our client's financial situation and objectives, discuss topics and answer questions they may have.
We also run a 'Chicago Quantum Net Score' run for the client in advance of the workshop and walk through the insights and findings.
By the end of the workshop, and through the development of the investment plan, we have built a better understanding of the client's situation and found stock portfolios that may be attractive (either long or short). The client benefits from understanding what our firm has to offer, and the specifics of our methodology (seen in action).
The workshop portion of the service is intended to be delivered onsite with the client. It can also be spread over two days to accommodate schedules.