Personal Wealth Management

Reporting and Meeting Attendance

At each meeting, we will (1) confirm investment objectives, (2) review our performance reports, (3) discuss the economy and the financial markets, (4) comment on transactions and holdings for the period and (5) address any other matters important to understanding your personal circumstances.  Clients will also receive monthly statements from the custodian either electronically or via mail and can review account information securely on-line.