Situation:
A California widow inherits various accounts scattered between different financial institutions. She has no overarching strategy to organize her various holdings into a cohesive investment plan.
How We Help:
Provident can help her identify what type of investments she owns and what her overall financial picture looks like right now. We then consolidate various accounts by type, as permitted, under a single financial institution and develop an investment allocation strategy to suit her needs. We continue as the investment manager for some, or all, of the consolidated accounts, providing steady consultations to help her understand what her money is doing to help her.
Disclaimer
Limitations: The above is a hypothetical scenario-not involving a specific Provident client. It illustrates the hypothetical experience of a fictitious client based on a scenario that an actual client might experience. The scenario is designed to help illustrate how Provident might provide services to similarly situated clients. Keeping in mind that no two clients, situations, or experiences are exactly alike, the above should not be construed as an endorsement of Provident by any of its past or current clients, nor any assurance that Provident may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Provident is engaged, or continues to be engaged, to provide investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.