We have initial meeting(s) to understand our clients. We analyze client objectives, expectations, sensitivity to risk and volatility, and existing financial situation.
We schedule formal investment reviews quarterly, semiannually, or annually.
Clients can expect to receive investment statements monthly and the firm investment report each quarter, which assesses the economy and market, and relates them to portfolio asset allocation changes.
Clients are always welcome to call us to discuss their portfolios, the economy, the markets, and any other pertinent issues.