Client Experience

Communication is critical and we emphasize frequent client interaction as part of our philosophy. Part of our goal is to educate our clients as to what is going on in the market, as well as with their own holdings.

Each quarter, we send our clients an extensive, informative Letter from Michael Weinstat. The newsletter informs clients about their portfolios returns, both in absolute terms and relative to the market, along with commentary about market conditions and trends. The newsletter also includes information about the economy, and why the market is doing either poorly or well. We also detail several of our select mutual funds each quarter and explain the ups and downs of particular funds.

For our high net worth clients who are invested in separately managed stock accounts, we also provide mid-quarter updates. Here, we go into detail of our earnings and explain why the street is reacting either positively or negatively to these holdings.