Client Service
Personal Attention
Client Meetings
Statements & Reports
An Independent Firm
Network of Experts
Regulatory Disclosures

Statements & Reports

Client portfolios are custodied with Schwab, Fidelity or AR&M through State Street. Clients receive monthly statements, quarterly reports detailing client holdings and performance, and 24/7 online access to investment information. At year-end, clients also receive comprehensive tax packages from us for return preparation.