Support & Communication
Committed to providing the highest level of client service.
ur team is committed to providing the highest level of client service. We strongly encourage communication with our clients – and welcome telephone calls, e-mails, and face-to-face meetings as often as each client desires. Clients benefit from the ability to speak directly with the investment decision-maker when they have questions or concerns, unlike with many large companies or online programs that provide intermediaries. In addition, clients are kept informed of portfolio holdings and market value through quarterly reports, and also receive regular market and investment commentaries.