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You and Your Advisor


Although we foster direct relationships with our clients, we can also work as part of a team that includes your current financial advisor or planner. Many of our clients have long-standing relationships with an advisor. We respect that and welcome your advisor’s participation as we grow your portfolio.

If you are working with an advisor, he or she can be provided with copies of your accounts on a regular basis as well as our easy-to-read reports—the same communication pieces that will also be addressed directly to you.

Each year, your Investment Policy Statement will be updated to ensure we are providing service in accordance with your personal and financial requirements. We believe that input from you and from your advisor is the key to a solid, long-term relationship with us.