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Client Service and Reporting

We have meaningful resources dedicated to servicing our clients beyond managing investment assets. We take a holistic approach to client service, staffing each relationship with a “full service” client team. Client service professionals play an integral role in the overall relationship and will serve as a robust back/middle office, allowing our clients to focus on other priorities. The client service teams prepare detailed portfolio reviews and performance reports for each client. Each report is customized based on the client’s portfolio.