Our Process

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More than wealth managers,
we realize potential for wealth.

Our research-verified, bespoke process includes specific exploration of our clients’ financial objectives alongside our managers’ collective, knowledge of the economic, geopolitical, regulatory, and investment market conditions that impact their financial journey.

Our high-net-worth clients trust Sebold Capital Management to be their families’ multi-faceted, all-encompassing financial managers because we acutalize opportunities for their wealth.

SCHEDULE AN APPOINTMENT WITH US
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We see Your Wealth AS AN Integrated Portfolio.

Your financial picture exists as a complex network of components including everything from business interests to retirement needs.

Neglect or oversight on even the smallest of elements can result in damage to the security of your wealth. Sebold Capital’s process and structure ensure no component is forgotten and nothing is left to chance.

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We Stress Test Your Network
Of Professionals

Many clients come to us with a network of existing professional contacts.

As part of our process, we perform regular stress tests of these professionals, assessing their advice and acumen for your current financial situation to identify any gaps.

Then, we address these gaps, leveraging our team of vetted experts. In some cases, we will recommend amending your network to utilize Sebold Capital’s team of professionals who possess knowledge and expertise that can better support your financial journey.

We have a dynamic
Wealth Management
Onboarding Process.

Not everyone is a good fit for Sebold Capital Management. We only work with highly successful families who prioritize their time as their most important asset. Our onboarding process assists in understanding if we are a good fit.

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Pre-Engagement

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Initial Interest
is expressed

Discovery Meeting

We develop a Comprehensive Client Profile, based on your financial concerns and life goals, to determine if the relationship will be a mutual fit.
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Investment
Planning Meeting

Using your financial statements and information gleaned from the Discovery Meeting and our Client Fact Finder, we search for inconsistencies in your current wealth management structure, and establish initial recommendations.

Relationship
Engagement Sessions

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Mutual Commitment
Meeting

Upon officially retaining Sebold Capital Management, your Personal Wealth Manager will present an Initial Financial Road Map.

Initial Client
Meeting

After access to your consolidated accounts has been established, your allocations will be solidified and your Customized Investment Policy will be implemented.
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Quarterly Review

Sebold Capital Management schedules quarterly meetings to continually monitor your accounts, actively refine your planning objectives and adjust for ongoing or unexpected life events.

Let us lead the way with a personalized financial road trip

Integrated Wealth and Financial Planning requires dynamic analysis and attention to your specific needs. Sebold Capital Management creates a custom road map for your personal financial journey.

This financial planning road map is a living document reviewed regularly with you to navigate complex life changes, evolving goals, and economic shifts, so we can continue to provide the right guidance and management of your financial life.

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