Client Communication
Transparency plays an important role in the trusted relationships we foster with our clients. As part of our culture we are committed to providing exceptional, personalized service to clients.
Comprehensive Reporting: We use advanced portfolio management and reporting systems for analytics, providing clear, easy-to-understand reporting on all investments and accounts.
Real-Time, Online Access: Through a secure and personalized investment portal, clients have real-time, on-line access to their portfolios, positions and performance- from anywhere at any time.
Direct Contact with Investment Team: In addition to receiving periodic updates on performance and their portfolios, clients have direct access to our investment team and our client service team is in regular contact to stay informed of all changes in our clients’ lives, financial needs, and investment goals.
