Elements of superior client service include:
- Meet regularly to review accounts and to monitor any changes in your stated investment objectives.
- Provide on-line access to your portfolio via our secure and password-protected Client Website.
- Report on a monthly or quarterly basis, as requested.
- Manage smaller accounts for children and grandchildren to facilitate wealth transfer.
- Manage capital gains/losses to client expectations.
- Pay quarterly tax estimates and other recurring bills, as requested.
- Protect client privacy with a strict policy of confidentiality.