How We Work With You
Our relationship with you is an evolving cycle of these four primary components:
- Consultation & Review: Examine current financial situation and determine needs and goals
- Planning: Map out suggested changes and review together
- Implementation: Execute desired strategy in a timely and cost-efficient manner
- Monitoring: Sophisticated internal risk reporting & alert system, along with periodic portfolio rebalancing
Client Reporting & Website Portal
We have invested in providing clients with a unique, comprehensive reporting service to supplement the standard statements provided by the account custodian. These client reports are available electronically through our secure client log-in.