How working together looks
Five steps.
Built around clarity.
01
Introduction
A conversation to understand your goals, questions, accounts, and whether Juth Investment Advisory may be a good fit.
02
Planning Review
We gather information about your financial picture, risk tolerance, time horizon, income needs, and investment constraints.
03
Written Strategy
We outline the recommended investment approach, account structure, risk profile, and advisory relationship before implementation.
04
Custody & Funding
Accounts are opened and funded at Interactive Brokers in the client's name. Client assets remain with the independent custodian.
05
Ongoing Management
Juth Investment Advisory manages the portfolio, monitors risk, makes adjustments where appropriate, and remains available for ongoing planning conversations.
Frequently asked
What people usually ask first.
Client assets are held at Interactive Brokers as independent custodian, in accounts opened in the client's name. Juth Investment Advisory may have discretionary trading authority, but client assets are not held by Juth Investment Advisory.