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| CLIENT COMMUNICATIONS |
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We believe that our clients' peace of mind results not only from having earned good returns on their
investment portfolios over time, but also from the emphasis we place on our client communication program.
We are diligent in keeping our clients well informed about how their portfolios are performing and the reasons underlying our investment decisions.
Our Client Communications program includes:
- Portfolio Valuations
(Quarterly)
- Detailed Custom Review Letter
(Quarterly)
- Outlook Memorandum
(Quarterly)
- Interim Memoranda (As Needed)
- Periodic Meetings (At least
annually)
- Telephone Discussions (As
Needed)
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