We view ourselves as an extension of our client's internal staff and are frequently called upon to help solve a variety of issues. Our goal is to be the first call a client makes when they need help. A dedicated Client Service group has been established within the firm and is staffed with experienced and knowledgeable professionals. A specific client service person is assigned to work with each client along with the portfolio manager. We take a proactive approach in dealing with our clients.
Regular communication is encouraged which includes both formal and informal meetings.
An ongoing effort is made to educate our clients about the markets in general and their portfolio in particular. We value each and every one of our client relationships and are committed to providing the highest level of client service available. All information contained herein is for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation or recommendation to purchase any security or investment advisory services nor shall any such security or investment advisory service be offered or sold to any person in any jurisdiction in which such offer, solicitation, recommendation, purchase or sale would be unlawful under the securities laws of such jurisdiction. This Web site is intended for citizens and residents of the United States only.