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- 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.
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- 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.
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