When you want to discuss something with us – whether it’s a particular investment or an overall
strategy; a concern about the market or a question about how best to finance a major purchase – we respond promptly. If you call, we answer (if we’re on another call, we’ll call you right back). If you want to come into the office to talk or have us come to you, we make that happen.
And when we think you need to know something – good news or not such good news; an opportunity or a red flag – we contact you just as fast.
Regular meetings and routine updates are important. Good communication is vital.