Value
Oriented
Oriented
Investment Approach - Reporting
Through annual meetings we monitor the client’s individual needs and ensure the portfolio stays relevant with regard to their long term goals. Clients are regularly updated about the performances of their portfolios through quarterly reports containing portfolio valuations, profit & loss statements and transaction reports.
We will also meet with you annually to carry out a detailed review.
Whilst ensuring adequate transparency, we manage your funds with your best interest at heart.