What is your service model and how often do you communicate with your clients?
We use a team approach to promote unflinching coverage and accessibility. We provide quarterly investment performance summaries to clients, but encourage more frequent interaction. We are available to review results in person several times per year. Our client service partners are a linchpin of our success; they often interact with clients daily. In an era characterized by anonymity and voice mail, we buck the tide. Clients have our cell phone numbers; we are at their disposal.