Investment Advisory Services (cont.)
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Personal Service
We prefer to work closely with our clients and can offer maximum flexibility to accommodate your scheduling needs. Our organization is committed to maintaining the highest standards of responsiveness and communication.
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Transparency
Performance reporting is provided monthly (summary) and quarterly (extensive) for each account including comparative indices.
Trading and custodial services are provided through Schwab Institutional, a division of Charles Schwab & Co., Inc. Accounts are always established in your name; we never custody or commingle client funds or securities. 24/7 telephone and online access to your account is also available.
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Continuous Investment Monitoring
We conduct ongoing reviews and daily supervision of each client portfolio in addition to monitoring variations in fund performance. We have discretion to make adjustments, but always within the predetermined parameters that have been discussed with you beforehand and assigned to your account.
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Our firm is committed to ethical practices
and safeguarding investor interests.
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