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How Do I Get Started?

Step-By-Step Instructions

Step 1

COMPLETE AND SIGN THE CONFIDENTIAL CLIENT PROFILE : Link

The Confidential Client Profile will our team of financial professionals make a specific recommendation as to the appropriate strategy or mix of strategies that is most likely to fulfill your financial objectives through ALL market conditions. Please return this form to the address below. ** The information you provide will be kept confidential as per our privacy policy

Step 2

CONTACT ALL SEASON FINANCIAL ADVISORS TO ARRANGE AN INFORMATIONAL APPOINTMENT : Link

Call our Denver office to arrange an informational appointment where we can answer any questions you may have and discuss your financial objectives. Our office can be reached between 8:00am - 4:30pm (MST), Monday through Friday. Our phone number is (303) 837-1187 or (800) 748-2893. You can also reach us by email at info@allseasonfunds.com.

Step 3

COMPLETE A NEW ACCOUNT PACKET

A new account packet will be provided to you once we have discussed your financial objectives and matched you with an appropriate strategy or mix of strategies. Please complete all paperwork provided in your new account packet. Please contact our office if you need assistance in completing your paperwork or if you have any questions. Our office can be reached between 8:00am - 4:30pm (MST), Monday through Friday. Our phone number is (303) 837-1187 or (800) 748-2893.

Investment Management Agreement:
After reading the Investment Management Agreement, please sign where indicated. A sample copy of the Investment Management Agreement can be found on page 15. Please sign the Investment Management Agreement that you receive in your new account packet.

Solicitors Agreement:
If a Solicitors Agreement is provided in your new account packet, please sign where indicated and return with your new account paperwork.

Account Application:
Please complete and sign the custodial account application. Please attach a photo copy of your driver’s license.

Account Transfer Form:
If you will be transferring funds from another brokerage or custodian you will need to complete an Account Transfer Form. This form will give your new custodian, under All Season Financial Advisors, permission to transfer funds from your existing account. Please attach a copy of your most recent account statement for the account you will be transferring.