We are definitely not a coat-and-tie type of operation. When you visit us, you might be greeted by one of our dogs. It’s not uncommon for our clients to come to our office wearing their riding breeches or straight from the golf course or tennis court.

Some of our clients like to speak to us each week about their holdings, trades, portfolio performance, and other matters. The majority of our clients, however, prefer to have a longer conversation each month covering recent economic developments and impacts on their portfolio. We also hold annual reviews, which are more detail oriented and wealth planning focused.

The method and frequency of communication is entirely up to you.