how does an ria or family office value our communications?

Another key aspect of our service is not client facing, but staff facing. We hold ourselves out there to provide consistent market updates. We distribute a periodic commentary which highlights important recent events.

Accompanying these missives, we will often set up more thorough market and economic calls, which are customized to each Advisor who requests it. Many times we will ask for a firm’s current questions and form the discussion around their partners most pertinent points/topics.

Many firms utilize an Investment Committee approach. We are oftentimes sitting in on these meetings, providing our input and thoughts and hypotheses on the markets, economic landscape, Federal reserve happenings, etc. Most RIAs find this to be a good tack on to their own internal discussions.

Communications:

• Periodic interest rate/econ/market-related missive
• Intra month missives should markets warrant that
• Regular calls with your planners
• IC meeting attendance if necessary
• Client specific pieces
• Client meetings
• Specific emails based in client needs
• Consistent interaction on phone

Access – we are available to you as our partner client whenever you need us.

• Virtual Calls with clients
• In person meetings
• Conference Calls
• Access to relationship managers, traders and analysts always.