We firmly believe that a money manager cannot manage money in a vacuum. Two-way communication is critical if investment assets are to be successfully managed. We learn as much as possible about each client. Over and above the obvious items such as risk tolerance, tax brackets, and investment goals, we also try to learn about personal goals, likes, and dislikes of our clients. Each portfolio is tailored to get the individual needs and goals of each client.

Before the start of each new engagement we draft an investment plan for each client. The plan provides the client with an understanding of our philosophy as well as investments that will be selected over the next several months.

We treat our clients like family and communicate on a regular basis. Each client will receive a monthly brokerage statement, confirms, quarterly performance reports compared to appropriate benchmarks of excellence, quarterly newsletters, year-end tax information, special reports by request at no additional charge, occasional correspondence between quarters providing our professional perspective, open door policy encouraging clients to meet with us once a year, and continuous access to the firm via telephone, fax, e-mail, and our website.

During normal business hours a portfolio manager will always be available to address your questions or concerns. We strive to return all calls within a four-hour block of time. We are proud to say that during our 19-year existence we have had 0% turnover with our portfolio managers.