We take great pride in our customized client service. Keeping you up-to-date and educated through one-on-one sessions and written communications is part of that mission.
When we meet with you, we’ll share insights into our investment process, including market overviews, portfolio analytics and returns. How often that happens is up to you. We like to see our individual clients at least once per year, but we are available any time questions or concerns arise. Our door is always open.
The markets can be mystifying. That’s why we provide periodic newsletters and research notes to help clarify trends. Clients receive detailed quarterly statements that contain an asset allocation summary, holdings detail, activity summary, realized gain/loss report and principal and income transactions. (Monthly statements are available on request.) Secure online access to all account information is also provided.
We believe knowledge is power. The more market information you have, the better we are able to collaborate on a portfolio strategy that works for you.