All of our clients can access their accounts online and receive monthly statements and trade confirmations. We send all of our clients a quarterly newsletter and ensure that we keep them updated as to any changes in their portfolio. We also offer financial plans to all of our clients at no extra charge. This can include everything from retirement planning to budgeting depending on the clients wants and needs. We do our best to deliver a high level of service and generally make ourselves available for clients whenever necessary. Clients receive customized portfolio management with an attention to their needs, objectives and goals. We work with their tax and estate professionals to make sure we are all on the same page. We meet regularly with clients depending on their needs and wishes.