|When offering advisory services, investors participate in any or all of our four portfolios, and we are compensated for the services we provide, including the time we spend helping you with estate planning strategies and/or cashflow forecasts.
Our clients currently span more than 30 states, which means many of our investors aren’t always able see us in person every year. With this in mind, our team schedules important portfolio reviews on a quarterly basis. We deeply value the conversations we’re able to have, regardless of whether they’re in person, over the phone, or through a virtual meeting online.
Our team has been utilizing web-based technology for many years now, so our investors are very comfortable with the new environment we find ourselves in as of late. However, we do continue to strive to meet with all of our investors in person on an annual basis.