I have been blessed to have a great group of clients for several years now. While each client is unique, there are a few commonalities among them that might help you determine if you would benefit from my services:

1. Most clients are highly successful business owners, healthcare specialists, c-suite executives, or other public figures such as politicians and professional athletes.
2. Most clients are fairly conservative investors that place high value on family legacy, philanthropic efforts, and social improvement.
3. Most clients are familiar with investing in various asset classes and understand that all investments involve risk.

Just as there are some traits all of my clients share, there are also several traits none of them possess:

1. Clients do not let a down day in the markets interfere with their long term goals.
2. Clients are not interested in following the latest penny stock/Ponzi/pyramid schemes in order to get rich quick.
3. Clients are not involved in money-laundering or other illegal activities.

From the moment you contact Kovar Capital, our team works tirelessly to provide a luxurious wealth management experience that is tailormade to your financial situation.

1. Within 3 days of completing account opening documents every new client receives a package in the mail with the following:
   1. Details of next steps in order to maximize our services.
   2. Step-by-step instructions on how to access our online system and link external accounts, online storage vault, and mobile app for smartphone and iPad. Our team will set all of this up for you in the office, but this is provided in case you need a reference.
   3. List of the vendors we work with, why we work with them, and what you can expect from them.
   4. Hardcopy new client questionnaire that our team will use in servicing your accounts. This questionnaire can also be completed online.
   5. Letter from me outlining our company goals and promises.
2. Every week you will receive an email that outlines your net worth and any changes that have occurred within your accounts.  
3. Semiannually we provide a thorough, easily understandable update letter on your financial situation so you know exactly where your money is invested and why, your progress toward goals, and any updates on your financial plan.

I visit with each client at least twice per year and provide unlimited email, telephone, and text message support between meetings. For clients not living in East Texas, we work together virtually utilizing web conferencing software and usually only meet face-to-face every other year depending upon my travel schedule.  My preferred method of communication is email as it allows me time to review your account and answer questions thoroughly.

You will also get access to the latest account monitoring technology, which allows 24/7 access to all of your accounts, aggregated into one user-friendly platform. We invest heavily in technology and are always exploring new options so our planning approach is more proactive than that of the the typical financial advisor.

If after reading the information listed above you would like to have a conversation about working together , I would be happy to invest an hour of my time getting to know you and your goals in order to determine if my services could be a valuable asset to you.  Unless you are an East Texan I do all of my initial appointments via phone and/or web conference. To set up an initial meeting, have your questions answered, and see if Kovar Capital could be a good fit, please complete the contact form below and expect someone from my team to contact you within 2 business days or click on the “Schedule Meeting” button now.