Our Services
We are committed to providing our investors with the highest level of client service and transparency.
Each portfolio is overseen by our team of investment professionals.
Investors are kept thoroughly informed about activities in their portfolio through trade confirmations and monthly brokerage statements sent to them by their third-party custodians.
Portfolios are custodied at leading global fiduciaries.
On a quarterly basis, investors receive our firm's economic and market overview as well as an in-depth portfolio review, which contains performance for the quarter and the year-to-date period and annualized and total returns since inception.
This report also includes a quarter-end statement of the portfolio, including market value, asset allocation, a listing of securities owned, their cost basis and market price, as well as a year-to-date capital gain/loss report.
