Building strong relationshipsWe value communication and a personal, long-term relationship with each client. Georgia wants to get to know her clients, their goals, priorities and dreams. It is also important to Georgia that clients understand and feel comfortable with her investment philosophy and style. Every new relationship begins by sitting down together and getting to know each other.
Comprehensive asset management services
Once a relationship has been established and initial portfolio goals and parameters have been discussed, our comprehensive asset management services can help our clients achieve peace of mind and freedom from the everyday details of investing and record keeping. Portfolios are managed on a discretionary basis, and we provide comprehensive day-to-day account administration, including security selection, trade placement, and portfolio evaluation and reporting.
We keep in touch with our clients through detailed quarterly reports, and we encourage continued communication through telephone consultations and personal meetings. Our familiarity with each client’s full financial picture allows us to serve as a valuable resource, helping clients navigate any personal financial questions that may arise.
We are also happy to interface and coordinate with other members of a client’s financial team, including accountants, attorneys and bankers. In all areas our exceptional attention to detail and accuracy becomes a valuable asset for our clients.