Our Onboarding Process
To learn more about becoming a client of Zuckerman Investment Group, review dafabet mobile appour onboarding process and complete the form below or give us a call at (312)948-8000.
![Introduction](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img//wp/wp-content/uploads/2021/02/phone-call-min.png)
Introduction
Our relationship begins with an introductory phone call between you and a senior member of our relationship management team to gauge mutual fit and interest.
![Video Conference](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img//wp/wp-content/uploads/2021/02/in-person-meeting-min.png)
Video Conference
Our relationship continues with a video conference between to you and a senior member of our relationship management team to review dafabet sportsyour current balance sheet, financial objectives and risk tolerance.
![Proposal](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img//wp/wp-content/uploads/2021/02/proposal-min.png)
Proposal
Once we understand your goals and objectives, our team proposes a customized investment strategy detailing how your assets will be managed.
![Open Accounts](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img//wp/wp-content/uploads/2021/02/open-accounts-min.png)
Open Accounts
Our team works with you to open your accounts and transfer in your existing assets to a third-party custodian to be managed on your behalf by Zuckerman Investment Group.
![Counsel and Manage](https://sp-ao.shortpixel.ai/client/to_webp,q_glossy,ret_img//wp/wp-content/uploads/2021/02/manage-money-min.png)
Counsel and Manage
We implement your customized Dafabet logininvestment strategy and provide ongoing financial counseling and asset management services, in partnership with your estate planning attorney and accountant.