Each investor has different concerns, considerations and objectives. That is why we believe that personal service is integral to creating investment solutions that address your specific needs.

To ensure you enjoy the highest level of communication and service, we provide:

One-on-one access to your portfolio manager. We're dedicated to building a lasting partnership with you. As our client, you will work closely with a designated portfolio manager, not a marketing or client service representative. He or she will take responsibility for meeting your investment needs.

Regular meetings to discuss performance. We make it a policy to sit down with our clients regularly for a portfolio review. This helps ensure that we continue to meet your investment objectives and stay abreast of any changes in your circumstances or goals.

Timely reporting, delivered as promised. We balance the advantages of a "high-touch" approach to investment management and client service with the "high-tech" systems needed to structure and support your investment program. You can depend on account statements that are concise and informative and prepared with an eye toward simplifying your year-end reporting.

Ongoing communication to keep you informed. Expect to receive an explanatory letter, accompanied by research notes for equity purchases after every transaction, which detail the reasons for account activity. You will also receive a quarterly appraisal along with a market commentary titled "Reflections & Perceptions."