Comprehensive Reporting

Timely, customized communications.

When you hire us to make the important decisions affecting your portfolio and to execute appropriate trades of individual stocks and bonds, you can rest easy knowing that we are working on your behalf with unprecedented attention to detail. While this relieves you of the time-consuming and often stressful responsibility, and the need for you to be up to date on the investing climate, we do always want you to be involved and informed. So we keep you apprised of the status of your portfolio through ongoing personal communications including:

• Quarterly portfolio reports
• Portfolio reviews from your Northstar advisor
• Timely personal conversations
• Face-to-face meetings, whenever needed, to address your questions and review investment strategies