• Institutional
  • Individual

Monitor and Measure Performance

Monitor Performance

As part of our supervisory process, all securities are monitored daily with each portfolio reviewed weekly. Clients receive detailed statements quarterly. Portfolio statements, appraisals and investment outlook are sent to each client quarterly. Clients will receive periodic notices of our investment outlook or strategy changes during the quarter.

We measure our performance by your satisfaction. While most advisers may look at their returns – we tend to combine risk and return performance into a single value. This gives a more holistic view of our performance.

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