How we communicate

We strive to build a close working relationship with our clients through consistent and clear communication.  We communicate in a variety of ways, including in person, by email and through a secure client portal.  We provide a number of regular reports.  These include a quarterly Market Update that discusses broader trends in the financial markets and a client-specific Quarterly Report that describes how your investments have performed.  On occasion, we will also provide a Market Perspective on breaking financial news of note.

We also conduct annual reviews, where we discuss our progress towards achieving your goals  and review any changes in your financial circumstances.

We welcome your calls and emails, and maintain a policy of responding to all inquiries within one business day.  We also welcome visits at your convenience to our offices in the Marble Works in Middlebury.

Finally, we maintain a strictly confidential relationship with all clients.

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