Communication is the cornerstone of all we do and our clients have access to experienced investment professionals and support staff at any time. We provide comprehensive reports including portfolio appraisal, transaction summary, tax information and commentary throughout the year and upon request. In addition, a secure online personal portal is available for electronic delivery of statements and other correspondence. We encourage “in-person” meetings on a regular basis and communicate with tax and legal counsel.
In addition to client-specific investment management, we provide financial planning reports that evaluate the impact of withdrawals on portfolio value over time and analyze the probability of meeting retirement goals. Financial planning reports also include educational cost considerations and optimal social security claiming strategies.
We believe “Generational Planning” is important and welcome the opportunity to work with adult-age children to educate and assist with financial needs.
Our investment professionals and support staff work together as a team to deliver client service.