We hope that our ongoing research, due-diligence, attention to detail and tremendous legwork translates into investment success, achievement of financial goals and long-lasting client relationships. In addition to our ongoing money-management skills, we provide:
Monthly statements are available from industry-leading custodians. Of course you are able to access your account information on line anytime.
Our proprietary reporting includes detailed information such as account composition, asset allocation, income and yield information, quarterly activity, performance, gains and loss reports and a detailed billing statement.
We regularly meet with you to review investment results, portfolio structure and to make modifications based on life event changes.
A consistent email dialogue provides you with insights on timely market events and our investment management approach.
Fill out our quick contact form and we'll set up a time to chat.Quick Contact Form