The custodians with whom we work closely allow nearly all client-directed activity, such as gifts or disbursements, to be communicated through your administrator. We eliminate the need for you to make multiple telephone calls to affect administrative issues.
Through our in-house software systems we are able to generate concise quarterly appraisals, as well as construct custom reports. Your portfolio manager and administrator are available to meet with you as often as you wish. We typically conduct quarterly portfolio reviews, but are readily available at any time for consultation.