Are You Tired of Having a Revolving Door Service in Your Relationship?
Why BASILICA Private Client?
With BASILICA's Private Client service you have a dedicated team of investment professionals that work with you on a collaborative basis, guiding you through the markets to help you address your life changing goals. Our approach, while customized and unique, is rooted in core tenants that we believe are essential to your success.
Tired of being told what to do, and not having your voice heard? Why do you have to explain your life story every time you meet with your Investment Advisor, CPA, or Estate Attorney? We seek to partner with you and your team (tax advisors and estate planning attorneys) to take the heavy lifting off of your shoulders. We will work with you to build, implement, and maintain your personalized investment plan. A collaboration between clients and all of their financial professionals is one of our key core tenants for ongoing and successful wealth management planning. At BASILICA you tell us what you need and want in a financial relationship, we will make it happen.
At BASILICA you are the "Relationship Architect ™". Simply filling out a pie chart with different percentages based on your "preference" is not customization. How you interact with your advisor is the difference. Whether it's our office or yours, video conferencing or telephone, house calls...you decide. How often and at what times? Do you want 24/7 access to your advisors cell phone? Together we will customize our services that are personalized to fit your needs, not ours.
Not just another pie chart. While there are benefits to maintaining portfolios based on Modern Portfolio Theory, a fancier pie chart is not enough to help you reach your goals. We believe that a disciplined process of seeking to understand the unique needs and goals of our clients allows us to keep your investments on track, and without reliance upon emotional decisions or product driven solutions.