Working Together


Application

Below is the confidential account application form that you will need to fill and return to us, should you be interested in becoming a client of Fleurus.

Please fill out the form, then print and mail it to us at:

Fleurus Investment Advisory, LLC
779 High Street
Fairfield, CT 06824


Next Steps

After we have received and reviewed your account application, we arrange for an initial phone or in-person consultation to go over your specific circumstances and objectives as well as any particular investment matter that you deem relevant.

We then formulate and submit for your review and acknowledgement an Investment Policy Statement as well as our Client Agreement.

Both documents are intended to formalize the parameters for the advice we provide as well as to protect you.


Account Opening

Once the Client Agreement has been executed, we proceed with the opening of your account with our custodian and with the transfer of assets when necessary. Our investment advisory relationship effectively starts from that moment on.

We appreciate your considering Fleurus as your investment advisor.

Our preferred custodian, Charles Schwab and Co., will work with us to ensure that you receive impeccable customer service. Please take some time to review Schwab Asset Protection


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