We actively manage your investments in accordance with the Investment Policy Statement created for you. We conduct research and analysis, execute transactions, maintain records, and report to you. In other words, we handle the day-to-day details of investing so you can go about living your life. We’re always available to answer questions, review performance, monitor your progress toward investment objectives, and discuss your plans for the future.
The firm combines a long-term strategy with a tactical portfolio component in providing clients with access to the global markets. We employ an all-country, all-cap, growth+value methodology in constructing portfolios.
In addition to monthly statements from the custodian firm, we generate a quarterly statement containing a detailed presentation of investment performance, a summary of securities held with cost and income information, and a summary of management expenses. Tax information is provided anytime upon request and at year-end. Sample Statement