How We Approach Our Client Relationships
We believe that a strong relationship between our team and our clients is critical to achieving long term financial success. That’s why it’s important to establish clear expectations for how we’ll collaborate with each other at the start. While it is your money that we will be investing, there are specific items for which each of us is responsible.
What You Can Expect From Us...
- We will design, recommend and implement an appropriate investment strategy consistent with the objectives, guidelines, and constraints outlined in our meetings.
- We will make ourselves available on a reasonable basis to be reached for telephone communication when needed.
- We will periodically review the suitability of our investments with you on an annual basis, or at such other times you may request.
What We Expect From You...
- You will direct us to make changes in the investment policy and to approve or disapprove any of our recommendations with regards to the policy, guidelines, objectives and specific investments on a timely basis.
- You will provide us with all relevant information on your financial conditions and risk tolerance, and to update us on any changes to these matters.
- You will read and understand your portfolio statements and bring any questions or concerns about the portfolio or any investments in the portfolio to our attention.
