An important facet of any Portfolio Management service is the level and quality of communication received both on a general day to day and formal reporting basis. From both points of view we are able to communicate with you at a level you require.
Valuations and account statements
We will provide a formal valuation and review of your portfolio, including cash account statements, quarterly. Interim valuations on an ad-hoc basis are available on request.
In addition to our formal reports you will also have the ability to discuss any aspects of your portfolio or our services with one of our investment directors.