Our service-driven culture is based on the following components:
       
  Thorough initial discussions with each new client to:
       
      Define investment objectives
      Set asset allocation
      Adopt investment policy statement
       
  Detailed, easy-to-read quarterly reports
       
  Personal meetings on an ongoing basis to:
       
      Discuss changes in personal circumstances
      Review investment objectives and asset allocation
      Understand relevant tax issues outside our domain
       
  Low client-to-portfolio manager ratio
       
  Team-oriented approach to investment decisions
       
  Problem-solving, results-driven focus