Meet with prospective clients in person---to get to know them and assess if we can work together

Conduct a thorough interview of each client to learn their financial objectives, i.e. long and short term goals, time frame, risk tolerance and their specific needs

Customize portfolio to meet specific goals of each client

Continually monitor portfolios for performance and meeting client objectives

MKN provides a detailed quarterly report from Schwab on each portfolio.  This is an in depth look at the portfolio:  performance vs. the markets, asset allocation, yield, income and current holdings

I discuss the quarterly reports with each client

Clients receive a monthly Schwab statement detailing current holdings, cost basis, income and activity

Meet with clients in person twice a year(more if necessary ) for portfolio reviews

Always available by telephone 202-669-1960

Clients have access to their accounts by logging onto Schwab once account is established 24/7

MKN provides extra cyber security and encrypts all emails to clients that contain personal and/or financial information