We seek to work collaboratively with you. it's your money and you are unique. You and your money need unique solutions, not cookie cutter portfolio models that lump you into some statistical average. To the extent that you want to be involved in the various stages of the process, you are welcome. To the extent that you want to stand back and be kept informed, that's OK too.
We keep you informed of what's going on in your account at all times. You have 24/7 information access to your account positions, history, and open orders. We provide you with periodic portfolio analysis, and discuss with you what you need and want from your investments.
You communicate directly with your portfolio manager. We manage the assets you put under our control in the context of the whole of your assets and income stream, so that it is uniquely appropriate for you.