Performance Reporting
We provide clients with a quarterly letter that reviews recent performance, and a portfolio appraisal report that includes a detailed schedule of investments held at the end of the period with cost and market values. Clients also receive monthly statements directly from the brokerage firm at which their assets are held.

Client Meetings
Most of our clients prefer to have annual or semi-annual meetings, but we are also available to answer any questions regarding a client's portfolio on an ongoing basis.