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client services.
  • Portfolio managers limit number of client relationships to ensure a high level of service.
  • Work in teams to maximize availability.
  • Consult with client to develop investment policy statement (objectives/asset allocation).
  • Implement and Monitor investment strategy.
  • Provide Quarterly investment performance reports; transaction letters.
  • Conduct periodic one-on-one client meetings
  • Partner with a client’s tax, legal and estate planning advisors, when appropriate.
  • Publish proprietary white papers on relevant investment topics.
  • Portfolio managers limit number of client relationships to ensure a high level of service.
  • Work in teams to maximize availability.
  • Consult with client to develop investment policy statement (objectives/asset allocation).
  • Implement and Monitor investment strategy.
  • Provide Quarterly investment performance reports; transaction letters.
  • Conduct periodic one-on-one client meetings
  • Partner with a client’s tax, legal and estate planning advisors, when appropriate.
  • Publish proprietary white papers on relevant investment topics.
client benefits.
  • Clients own individual securities.
  • Personalized portfolio is not influenced by cash flows or investments related to other clients.
  • Tax efficiency:
    • Short-term gains are rare
    • Turnover ratio less than 25%
    • Opportunity to offset gains with losses
  • Low cost basis stock can be accommodated.
  • One-on-one relationship with portfolio management team.
  • Fees are below typical actively-managed stock mutual fund and may be tax deductible.
  • Portfolio investment restrictions and appreciated security gifting can be accommodated.
  • Clients own individual securities.
  • Personalized portfolio is not influenced by cash flows or investments related to other clients.
  • Tax efficiency:
    • Short-term gains are rare
    • Turnover ratio less than 25%
    • Opportunity to offset gains with losses
  • Low cost basis stock can be accommodated.
  • One-on-one relationship with portfolio management team.
  • Fees are below typical actively-managed stock mutual fund and may be tax deductible.
  • Portfolio investment restrictions and appreciated security gifting can be accommodated.