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Explore a Partnership with  With Darrell Capital Management, LLC

Financial Partners Rolling Hills Estates, CA Darrell Capital Management, LLC

Before We Determine a Relationship Together

We Offer an Opportunity to Explore and Collaborate With Us First

Choosing an advisor to partner with is a personal decision. For this reason, we take the time to get to know each other through the initial 3 steps below before deciding to establish a partnership.

Our Process

This is an exploratory conversation to connect with you and listen to what is on your mind. Perhaps your goals and objectives are clear or you need guidance identifying and prioritizing them—maybe you just need to talk to help organize your thoughts. We’ll touch on what has and what hasn’t worked for you in the past, your predisposition to risk and what your ideal relationship would look like. Our ears are open, and we are here to lend a hand.

Schedule Your Call

Following our exploratory conversation, we will assess and evaluate your overall financial positioning and render an opinion on if it matches your intentions based on what you have shared with us.  

During our second conversation, we will share with you our findings. This discussion will be primarily centered on two things:

  1. Your personalized risk assessment. This proprietary report will include:  
    • Exploring your willingness and ability to take risk
    • The drivers of risk and return embedded in your current portfolio
    • Matching your portfolio to your personal risk tolerance
  2. Your Investment Policy Statement. This customized, written document will detail:  
    • Your specific goals and priorities
    • Recommended asset allocation and investment guidelines
    • Implementation procedures to execute our strategy

During this stage, we will convene to discuss everything we have covered to date. As always, we’re happy to answer any questions that arise and to talk through more of what to expect when partnering with our team. After this, we’ll collectively decide if it makes sense for us to work together. If it does, we will walk you through the steps to become an official client. If it doesn’t, that’s OK too. There will be no charge and we hope we have been helpful to you.

Once you are a client, our team will take the next steps to create he blueprints for your strategic financial plan. We’ll build on the rapport we’ve established thus far and take an even deeper dive into your financial life, integrating tax planning, estate planning and other intricate components to come up with a fully coordinated plan in harmony with your goals. Together, we’ll talk through our recommendations, make any necessary adjustments and seta direction to give you the highest probability of success over time.

With your plan established, we’ll help you implement it, work towards your goals, finetuning your approach and measuring your progress. We will get together in-person or virtually on a regular basis to help you stay on the right path and to incorporate new information and priorities as they unfold.

Get in touch

Our Work Together is a Joint Effort to Bring You More Confidence and Peace of Mind

Begin the Conversation On Your Terms