Proactive Communication and Service based on YOUR preference along with economic and market conditions
We commit to staying in contact with YOU, our trusted clients, and investors. Each relationship we share is accompanied by a frequency of contact timeframe schedule based upon YOUR unique preferences. We work for YOU and aim to fulfill your communication preferences in frequency, style and substance to YOUR liking. Furthermore, changing, and evolving conditions in the life of the investor and/or in the economy, markets, and YOUR specific portfolio dictate the level of additional direct communication with YOU. Additionally, our investors receive ongoing Market Updates, along with thoughts on changing conditions and assessments as appropriate.