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Client Communication and Reporting

  
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Making sure that your clients are fully informed, up-to-date on their investments, and committed to their financial goals is a sure way to build an appreciative and loyal client base.

That's why we make it a top priority to report in a clear, concise and timely manner everything your clients want to know about their accounts and the investment markets.

The result? Your clients are engaged in the investment process, more satisfied with results, and more likely to send new assets and referrals your way.

Our ongoing communications program includes:

Online Access

Your clients will have access to online account information, market commentary, and investment research through our Web site, or by linking from your firm's site.

Quarterly Performance Reviews

These personalized reports are delivered both in full-color hard copy and online via our website. Consistent with our commitment to help you differentiate your practice, they are branded with your name and firm information.

Quarterly Client Letter

Each quarter our Investment Strategies Group publishes a template client letter, which can be customized on your letterhead and included as part of the Quarterly Performance Review mailing to aide you in communicating current economic information.

Client Marketing Materials and Presentations

We provide you with a client marketing brochure written in your voice to be a direct communication with your clients. In addition, we offer you a series of Powerpoint presentations to support you in your client meetings.