Our Service Commitment
We provide personal, high-quality service
We have a long-term focus on your goals
We provide full and clear information
How we accomplish this:
On a quarterly basis, we provide formal performance reporting. These reports contain a written market commentary and detailed analysis of your individual accounts and consolidated portfolio performance, asset allocation and individual security holdings. We report your performance front and centre and let our long-term track record speak for itself.
We are available to discuss questions or concerns at any time either via email, phone or in person.
What we need from you:
- Communicate with us; any significant material changes or life events that impact what we do for you
- Provide feedback on our service and advice
- Notify us immediately of any issues you may encounter in dealing with our firm
- Be open and honest; we are here to help you accomplish your goals