communication AND EDUCATION

IT IS OUR GOAL to provide all clients with proactive communication and educational resources

that foster confidence in our firm to manage their investable assets.


At the beginning of each year and on a quarterly basis, we share our Investment Outlook through events, videos and publications that keep clients apprised on our views of the economy and capital markets.

Clients also receive our in-depth portfolio reports and Market Letter quarterly with the goal of prompting discussions with our portfolio managers. On a more frequent basis, we distribute Capital Markets and Investment Strategy updates as well as our Weekly Market Makers.  

Our client education programs set forth to help clients at any age and stage to have a better grasp of investment, financial and economic topics through our Glossary of Investment Terms and events that include: Investing Essentials, Retirement: Here or on the Horizon and Path to Financial Freedom.