Smart Tech™

When we ask our new clients why they decided to change advisors to come work with us, the most common reason we hear is that they were tired of the lack of regular contact and communication from the prior advisor. 

There are many things that cannot be guaranteed in the financial world. However, one thing Modus Advisors can guarantee is regular contact, communication, and review of your financial plan.  We have developed systems to stay in regular contact with you and to help us stay abreast of changes to your personal situation. 

Our Smart Tech™ Client Service System contains the following communication tools, implemented consistently for you by the Modus Advisors team:

• ° Face-to-face meetings with Tad during the year
• ° Email and phone check-ins throughout the year
• ° Quarterly portfolio updates
• ° Lock Box to store important financial documents and records
• ° Internet updates on the financial markets and relevant topics
• ° Quarterly Modus InfoLetter
• ° Daily access to your portfolio through our website
• ° Financial Planning and Net Worth updates utilizing WealthVision

Modus Advisors has the team and systems in place to stay connected with you throughout the year, and over the long-term.  We also specialize in personal, one-on-one service to resolve problems and make your life easier.  Contact us and let Modus Advisors show you how Smart Tech™ can help you leave your worries with us, so you can enjoy the other areas of your life!