Once we have built and implemented your customized portfolio, our work
is only beginning. We continually screen your investments to make sure
that they are meeting our criteria for ownership. Each month, our
investment committee meets to review our client’s current holdings as
well as any new alternatives that look attractive. If we find that a
particular security is not meeting our standards, or an alternative
security will be better, we will look to replace that holding. We will
also review your portfolio periodically to make sure it stays within the
parameters of your chosen model.
We then provide you with a consolidated, quarterly performance reports that show you all of your holdings with us in an easy to read format.
We then provide you with a consolidated, quarterly performance reports that show you all of your holdings with us in an easy to read format.