The more quality information we have, the more capable we are of making solid investment decisions.

Communication - the exchange of information between client and manager is an essential component of our process.  We begin by taking the time to understand each client’s liquidity requirements, expectations, goals and tolerance for risk.  From the start of every investment relationship we are available to answer questions, help establish objectives and monitor progress.

The frequency of consultation and reports are tailored to meet the preferences of each client.  A detailed portfolio evaluation and performance analysis statement is provided at least three times each year.

In addition, our clients always know where we stand - during both weak and strong investment climates.  Every month we publish THE PRIMARY TREND, an investment letter updating clients on our prevailing strategy. The letter also gives information on market conditions and includes our current recommended list.  First offered in 1979, THE PRIMARY TREND is followed by investment experts throughout the country and quoted frequently in the nation’s leading investment publications.