Our clients are the most important part of our firm. It is truly a privilege for us to serve their individual needs and to fulfill their specific requirements, and it is a pleasure for us to know our clients on a personal basis rather than by an account number.

In order to keep our clients fully apprised of our ongoing economic analysis and our current investment position, we prepare quarterly reports which supplement reports prepared for clients by their custodians and broker-dealers. In addition to written communication, we enjoy the privilege of visiting and meeting with our clients at their convenience in order to discuss their portfolios and review their objectives in greater detail.