Meetings We encourage clients to schedule regular investment meetings to maintain a full understanding of the changing requirements.
Consistent communication is vital to the effective management of assets.
Meetings are usually held semi-annually after the first year. McLean Budden has a quarterly luncheon program for our private clients to help them better understand our investment process and performance results. Our standard service includes four quarterly written reports on an ongoing basis. We commit to personal meetings with our clients as the need arises.