What You Can Expect From Us
We want to meet with you at least once per year to ensure that your current plan still meets your goals and objectives. As your goals change, we want to make sure that proper changes are made to your plan.
Our idea of customer service means regular and ongoing communication in addition to regular plan reviews. We provide our clients with timely market updates and quarterly investment reports detailing performance, risk exposure, and investment holdings. We prefer that lines of communication are always open.
We recognize that managing investments and portfolios may not be at the top of your list. You can rest assured that it is at the top of ours. We will make strategic changes as necessary to make sure your portfolio is positioned to best meet your goals and objectives.