Our Onboarding Process

To learn more about becoming a client of Zuckerman dafabet mobile appInvestment Group, review our onboarding process and complete the form below or give us a call at (312)948-8000.

Introduction

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

Video Conference

Our relationship continues with a video conference between to you and a senior member of our relationship management team to review dafabet bonus codeyour current balance sheet, financial objectives and risk tolerance.

Proposal

Proposal

Once we understand your goals and objectives, our team proposes a customized investment strategy detailing how your assets will be managed.

Open Accounts

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

Counsel and Manage

We implement your customized dafabet mobile appinvestment strategy and provide ongoing financial counseling and asset management services, in partnership with your estate planning attorney and accountant.