Client Services

We recognize that a sound investment strategy must have the flexibility to change with client needs and/or market conditions. We actively monitor portfolios to ensure compliance with a client's desired level of risk.

Communication with our clients is critical to our success. Clients receive quarterly account reports detailing portfolio positions, asset allocation and investment performance, as well as periodic market commentary. Clients receive monthly account statements and trade confirmations directly from the custodian maintaining the account.

We are committed to providing personalized attention and strong customer service. Clients have direct relationships with our portfolio managers who are readily available for individual account reviews.

Our role often goes beyond portfolio management and includes all aspects of financial planning when warranted. We are typically familiar with most aspects of our clients’ finances, and frequently work together with clients’ other professional advisors to ensure seamless implementation of their overall financial plan.