How do you measure performance?

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  |  February 20, 2015  |  
Workhorse Marketing

We have a performance-based culture and are proud of the long-term results we strive to deliver. For each client, we establish an investment objective that reflects a client’s risk appetite and desired outcomes for cash flow and growth. We measure our results in both relative and absolute terms. We report investment performance quarterly. We meet with wealth management clients annually—at the very least—to review financial planning objectives and progress toward those goals.