It takes sustained focus to keep portfolios on track, and many of our clients simply lack the time that's required.
Discretionary management allows you to take a hands-off approach to your portfolio, and because of our transparent, consistent process, you can do so comfortably. We also offer a number of ways to check in on your investments and to stay in touch with your Portfolio Manager.
We offer each of our clients:
- Customized portfolio with 24/7 online account access
- Portfolio valuations and performance reports every quarter
- Custodial statements each month
- Review meetings at minimum once per year