What to Expect From Voisard
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.
We prefer open lines of communication in addition to planning regular reviews. We provide our clients with timely market updates and quarterly investment reports detailing performance, risk exposure, and investment holdings.
We recognize that managing investments and portfolios may not be at the top of your list. Rest assured that it’s 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.