The Investor Profile Review is one of the first—and arguably most important—steps in ensuring we deliver investment management services tailored to your specific needs. Here is what you need to know about this step: What happens during this discussion? How can you prepare for the Investor Profile Review? Why is the Investor Profile Review important? […]

the foundation of a strong investment relationship starts with understanding you—your financial goals, your risk tolerance, and your investment preferences. One of the most important tools in this process is the Investment Profile Questionnaire (IPQ), which plays a central role during your Investor Profile Review—the onboarding discussion you’ll have with one of our Portfolio Managers. […]

Understanding the Managed Investment Account Agreement (MIAA) At Croft Financial Group, transparency and clarity are foundational to the service we provide. One of the most important documents you’ll review and sign during the onboarding process is the Managed Investment Account Agreement (MIAA). This agreement outlines how we manage your investments, what responsibilities each party has, […]