HOW DO YOU COMMUNICATE WITH YOUR CLIENTS?

We believe that communications are of vital importance. We communicate through a combination of monthly statements, quarterly performance statements, annual tax letters, periodic client meetings, phone calls, e-mails, etc. Essentially, we are in constant touch as we believe this is the way to provide peace of mind for our clients. Peace of mind was mentioned on our WELCOME PAGE and we mention it here again. We believe this is one of the reasons our clients stay with us year after year.