Get Started

The process of initiating a relationship with Muntz Financial is simple.

We begin with an initial Client/Advisor meeting to gain a clear understanding of each other's expectations at the inception of our relationship.

We gather information at this meeting that will allow us to develop a personalized investment policy statement detailing your specific investment needs.

Following your approval of our approach, a detailed process begins with the transfer of assets from your existing accounts. We manage this process beginning to end, so you don't have to.

When the assets are received a comprehensive overhaul of your existing positions begins.

This process requires us to determine which assets, if any, you wish to retain and which we want to build upon to meet your defined goals.

After a new portfolio is established, we will regularly and thoroughly monitor your account. This process includes ongoing contact with you, delivery of your Investment Policy Statement, objective advice, expert research, risk management and face-to-face meetings.

We will continue to remain committed to your client experience and your investment return - We share a common goal in this area because when you lose money, we lose money. Because Muntz Financial charges no commissions, our compensation is exclusively and directly proportional to the success we have in increasing the value of our clients’ portfolios.

Muntz Financial does not take custody client assets. If we open a new account for you, we can do so through a custodian of your choice.

Muntz Financial also has a Custodial Arrangement with Charles Schwab Institutional. We will prepare all of the paperwork necessary to facilitate a new account opening, account transfer and all other requirements. We typically transfer assets in-kind. This mitigates any adverse tax consequence or restrictive rights.