On Going Service

We don't charge an hourly rate, so our clients don't hesitate to call.  Usually, we're reaching out to them.  We like to meet at least annually to update and review your situation.

Frankly, we've found that long term investment success is often based on patience.  Over the years, some of our best long-term investments, looked like duds in the short term.  And, we know that steep market declines with their blaring headlines are unnerving.  So, in addition to open phone lines, we try to keep our clients informed with timely emails.  You can relax.  We won't.