Working with Johnson Capital Management
The process of working with Johnson Capital involves an initial interview, basically a discovery meeting. Here we will learn about your goals, expectations, risk tolerance, time horizon, and current financial situation. This will also give you the opportunity to ask any questions you may have. Essentially this is an opportunity for you and Johnson Capital to interview one another.
Following the initial interview, an analysis will be completed on your existing portfolio and incorporated into the factors that you provided (goals, expectations, risk tolerance, and time horizon). This analysis will be presented to you and together, we will take the steps needed to initiate the plan.
On an ongoing basis your advisor will work with you and be in contact with you to ensure that your portfolio is being managed in the manner that you expect it to be.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Johnson Capital Management, LLC, a Registered Investment Advisor in the State of Minnesota. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted.
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