Following our confidential initial interviews, you will be contacted frequently to ensure we're meeting your investment objectives. Of course, you receive a confirmation of all transactions promptly after they occur. Annually, we present an even more complete Review and Valuation of your account, including a reexamination of the market and economic conditions. Then, we reassess the portfolio plan to meet any changing goals. Minimal Expenses Both our long history of managing money and our large asset base have provided efficiencies to hold our fees at levels lower than most money managers.
Nothing is hidden.
Transaction costs are minimal, if at all, since the onset of commission-free trading of many funds through discount brokers. But efficiencies prevail whether your account is with a securities firm, bank, trustee or other custodian always chosen or approved by you. Our modest management fees contribute to your successful returns. As a matter of policy we never take custody of, nor have access to your assets, which are always registered in your name or specified designee. We provide all clients with a written Advisory Agreement and Fee Schedule.