Step 1:
Just call 1-646-652-6879 or send an email to info@colbyassetmanagement.com and we will set up a private briefing and deliver all documentation for you to review. We will discuss your investing goals, and how our managed portfolios can help.
Step 2: We will help you open an account at Folio Institutional or Charles Schwab.
Step 3: Once your assets have been transferred directly into your new account, we will begin implementing Robert W. Colby's proven money management techniques for your benefit.
