Although we are a discretionary asset management firm, we pride ourselves on communicating with our clients. We do this by writing (almost) daily blogs, producing a weekly video published on Tuesday's and sending quarterly portfolio summaries, client notes and a letter to all of our clients from our Independent Review Committee (IRC) . If that is not enough, email, text or call Scott or Paul...any time you want. If we are in the gym, on a SUP, Kiteboard or on a road bike during non-business hours...we will call you back ASAP. Promise. 24/7.
To read Scott's Blog, click here To read Paul's Blog, click here To view the Weekly Video, click here
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