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ABOUT OUR FIRM | CLIENT SERVICE
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Maintaining "high touch" relationships with our clients is paramount. We pride ourselves on our accessibility and emphasis on personalized client service.
We pledge to:
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Communicate frequently with our clients and attempt to anticipate their needs. |
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Inform clients of significant changes in portfolio holdings and general market conditions on a timely basis. |
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Meet regularly with clients to review objectives, portfolio holdings and investment results. |
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Provide timely portfolio reports that are concise, informative, and understandable. |
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