If I have an existing portfolio what happens to it when I open an account with Financia Capital?
We will sit down with you to examine your current positions and discuss which securities fit within the investment strategy upon which we have mutually agreed. For the most part, we encourage our clients to liquidate their existing holdings and allocate all funds to one of our portfolios so we can implement a cohesive strategy that best reflects their investment objectives and risk tolerance. However, we understand that some clients own securities that they wish to keep for tax reasons or other circumstances. Please let us know if this is the case and we will do everything possible to accommodate your unique requirements.
