Communication is integral to our advisory service. Our clients receive quarterly reports including our investment commentary, an account statement, performance history and a gains/losses report.
We stay in frequent contact with our clients via telephone and email, and in the course of scheduled personal meetings. We are delighted to see our clients, and encourage them to stop by our office any time.
12 May 2022 Oak Strawbridge and Jeff Muscatello discuss the highlights of our first quarter letter
10 May 2022 Thoughts on current stock market conditions
10 February 2022 Jay Winthrop and Lea Highet discuss the highlights of our year-end 2021 letter
2 December 2021 Bowdy Train and Jay Winthrop discuss the highlights of our third quarter letter