Successful relationships are founded on trust, sound financial advice, good investment performance and effective client communications. Maintaining frequent client contact allows the officers to understand clearly each client's unique goals and needs. This also allows them to address any changes in objectives, needs and constraints in a timely manner.

In order to assure both continuity and availability, at least two individuals work closely with each client. The nature and frequency of reports are primarily determined by the needs and desires of each individual client. At a minimum, printed portfolio appraisals and transaction statements are sent on a quarterly basis; annual accounting reports are issued where appropriate. Regular client contact is achieved through written correspondence, telephone updates and personal meetings.