Communication and Transparency
We engage in open communication supported by transparent reporting and responsive service. In summary, you can expect the following at a minimum:
- Unlimited access to a dedicated Portfolio Manager
- Monthly strategy reviews from our Chief Investment Officer
- Quarterly market commentary from our Chairman
- Quarterly portfolio report and performance summary
- Quarterly client presentation and reception
- Quarterly strategy teleconference hosted by our Chief Investment Officer
- Strategic updates from our Chairman and President
- Opportunities to meet with investment analysts and managers
- Educational and social events
- Monthly account statements
- Electronic access to monthly statements and confirmations
- Full reporting for annual income tax filing purposes.