Informing Clients ~

How You Are Kept Informed

Detailed portfolio reports are provided each month. Our reporting capability of over forty different formats allows you to select those reports that are most meaningful for your needs. Reports are accompanied by a cover letter that discusses subjects of importance for your portfolio, ranging from individual stocks and bonds to the state of the market or the economy. We feel it is important that you be aware not only of what is in the portfolio, but our rationale for those holdings.

As market, economic, or other circumstances dictate, we will send you an INVESTMENT MEMO. These memos address subjects we feel are of significant or urgent concern to you.

As you can see, we believe communication with you is an important part of our service. To that end we also are available to meet quarterly to personally review the portfolio and address any questions or concerns you might have. At year end we provide you a bound volume that contains all the account activity of that year, including a performance history by asset class. Copies of these reports are available for whomever you designate; investment broker, accountant, attorney, etc.

We are also available for investment workshops, seminars, and presentations. There are several presentations currently scheduled, but we are available at your request.

Visit our Links page to see some of the firms we work with.