We pride ourselves on our long-term client relationships which we attribute to our straight forward approach. Two Portfolio Managers work with each client, providing candid guidance and investment advice. Our goal is to help clients tailor a portfolio that meets their unique requirements while attempting to take the mystery out of the investment process.

We encourage regular, personal reviews with each client. At a minimum, we send clients a quarterly detailed analysis of their portfolios' performance, an extensive written review of their portfolios, a cash transaction report and a complete list of their holdings. Upon request, we also provide compliance reports and details of our proxy voting.

An independent custodian holds the actual cash and securities of all our clients. This is typically a Trust Company. The Trust Company also provides back-up record keeping and issues tax receipts. This custodial relationship is extremely important as it ensures that your capital is safely held in your name.