The Foundations Process

Initial Meeting. We outline our process and philosophy for helping you to meet your goals. We also spend the time to get an understanding of you, your goals and dreams. We discuss where you are today, how you got there, and where you want to be in the future.

Investment Policy Meeting. After getting a clear understanding of your needs/goals, we prepare a plan to help set the course. This meeting outlines the investment strategy/methodology, and helps you understand risks or obstacles to the plan. This meeting allows you to provide your input into the investment strategy. We also outline the ongoing monitoring of the plan and the consistent communication.

Implementation of the Plan. When we agree that the relationship is mutually beneficial, we execute the plan. We also make any final adjustments to the plan if needed.

Regular Meetings/Communication. We meet and communicate on a regular and consistent basis in order to track and evaluate the progress of the plan. We also use this opportunity to discuss any changes to your goals and answer any questions that you might have.

Contact Us or call Newtown Investment Solutions at 203-270-0223 or Toll free at 1-800-461-0672 ext. 3149.

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Newtown Investment Solutions offers access to securities through Infinex Investments, Inc. Member FINRA/SIPC. Investment and insurance products are offered through Infinex Investments, Inc. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.