The firm’s objective is to build enduring, long-term
Therefore, at the outset of a new mandate, we require a detailed discussion with the client in order to ascertain risk tolerance, income/growth objectives, investment restrictions, if any, and ultimately asset mix parameters.
We report to clients on a monthly basis. The report details a portfolio valuation along with a letter describing any recent changes to the portfolio or overall strategy.
Quarterly, clients receive a more detailed report with performance analysis and our investment outlook.
We encourage regular client meetings in order to review portfolios and to ensure that the investment policy is consistent with client objectives.
Fees are low and start at 0.5 of 1% and taper lower for larger portfolios.
