Contour Financial

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What exactly is it that we offer? We provide solutions that will yield enormous practical benefits to the client, and are often life-changing in a positive way. This is why would like to share some real life stories.

Mary and Jason had been good customers of Contour Financial for many years. Their accounts were held in custody at Charles Schwab, and managed by Contour Financial on their behalf. Like many clients that come through our doors, Mary and Jason were initially very concerned with their investment strategies. Questions that they had were almost 100 percent investment related, and we were glad to provide them the solutions they needed. Contour Financial prides itself on its investment services, which have helped navigate clients' portfolios through rocky times over the years.

Financial Analyst — Egon was Vice-President, Plant Manager and Director of Contour Products, a multi-million dollar manufacturing facility. His professional financial career began in 1993. Since then he has co-managed various financial accounts, including employee benefit plans. Egon has an MBA in Marketing from DePaul University, an MS in Finance from Saint Xavier University, and is a Certified Financial Planner (CFP). He passed the Level I exam for the Certified Financial Analyst (CFA) program. He is a member of the CFA Institute.

Another person may claim he was an investment specialist working in the field since 1987. Did he have experience meeting with clients, determining risk/return characteristics, and building portfolios? Was he instead cold calling on the phone eight hours per day trying to sell the "investment of the week?" Again, it is important to know whether this individual has the experience needed to accomplish the objectives. Evasive answers to these questions should raise a red flag.

Contour Financial is working hard to provide access to services and information that are helpful to all our customers. Many Internet users with disabilities find websites difficult to use simply because of the way they are designed.

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