As a result of our obligation to steward our clients' resources, we're always looking for new ways to help our clients take care of their short- and long-term concerns. A few of the specific practices we've invented to add value for our clients are highlighted below.
Monthly Letters
When you choose to work with us as your investment management advisors, you will receive a letter each month that includes:
- our analysis of the previous month of activity in the markets
- our speculations about future possibilities in light of the previous month's activity
- a detailed monthly summary of your portfolio that shows how your portfolio and the individual investments in it performed in the previous month and on a year-to-date basis
User-Friendly Tax Summaries
Our offer also includes helping you identify breakdowns and potential concerns you might not see.
The fact that we offer Financial Planning Services compels us to pay particular attention to the need for sound tax planning practices. Our planning orientation led us to design User-Friendly Tax Summaries for clients with taxable accounts. This can save you and your CPA a tremendous amount of time and hassle in tax season by delivering the tax information you need in an easy-to-read summary.
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