Great communication equals a great relationship.
There are several formal communications for clients:
- The monthly “Economic and Market Update” by Richard Morey.
- Quarterly Comprehensive Statements
- 24x7 access to your accounts
- 24x7 access to our Financial Education Portal
- Live Events discussing current economic and investment trends.
- Personal one on one meetings
We’re a phone call away
In other words, we want you to have all the access and information you want!