How do you keep investors informed and maintain transparency?

Maintaining investor satisfaction and confidence is our top priority. We provide continual communication and work hard to build long-term relationships with each investor. We deliver the following to our Investors:

  • Quarterly Details on the Assets Under Management
  • Quarterly Report showing the previous 12 quarters of annualized returns paid to investors
  • Financial Statements and Tax Return upon request
  • Periodic Memos to Investors
  • Annual Investor Gathering
  • Schedule K-1’s distributed (by March 15th)
  • Lunch and Learn Seminars
  • Office Visits are encouraged