Client Commitment

We are committed to providing each and every client an outstanding level of service. To that end, we offer each of our clients the following service commitment.

Client Service Checklist Commitment

  • Initial and annual review of Investment Policy Statement
  • At least monthly check in calls
  • Proactive advice/recommendations
  • Your calls returned promptly
  • Portfolio designed to your needs
  • Timely and accurate reports
  • The opportunity to meet face-to-face with your Board on an annual basis