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We are committed to providing each of our clients with
the highest level of personalized service and confidentiality. Client
communication and understanding is the key to the achievement of expected
investment results. The administrative portion of our relationship
with clients is very flexible. An appraisal, listing the recent investment
changes, and an update on our thoughts about the economy and the investment
outlook, is mailed out on a quarterly basis. |
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We utilize a sophisticated portfolio
accounting and management system, which permits next day summaries
of all client holdings with market values, asset allocation, security
positions, portfolio income and yield, from the previous day’s
closing prices. This is done in a statement format that is easy to
read. We are also able to provide valuable tax information such as
dividend and interest reports and realized gain and loss information.
Furthermore, we are happy to advise our individual clients and family
relationships on non-investment matters as they may develop, such
as tax planning, insurance coverage, mortgages, personal finance and
budgeting.
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