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Monitoring & Reporting
We believe it is essential to communicate frequently
with our clients to keep them up to date on their
portfolio strategy and performance, and to stay
attuned to their evolving goals.
At a minimum, we perform quarterly portfolio reviews
with each client. Our reporting system allows us
to track and report on any type of investment (public
and private) as well as non-investable assets. We
monitor clients’ portfolios on a daily basis
and rebalance, as is necessary to maintain proper
allocations.
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