Communication

• Professionals are available to discuss your accounts and any financial issues that may arise.
• Portfolio Managers welcome regular conference calls or investment meetings at your request.
• Investment newsletter, The Kingfisher Review authored by Portfolio Manager Alex Miles, is periodically distributed to all clients.

Account Reporting

• Monthly account statements from chosen custodian, detailing all activity and month-end balances and positions.
• Quarterly, easy-to-read, consolidated account valuation reports. Annual performance summaries (performance may be discussed at whatever time-interval appropriate for the client).

Custody Administration

• Our Wealth Manager "wrap" program provides simplicity and clarity to the account holder. One fee for management, custody and trading costs, is billed directly to the client quarterly. The fee is based on assets under management.
• We also have the flexibility to custody and/or trade with an outside firm. We would maintain investment discretion on your investments and deliver the assets to a custodian of your choice for safekeeping.
• Local operations staff is equipped to assist clients with gifts, transfers, distributions, sales, beneficiary changes, and other maintenance.
• Interest and dividends from securities held in clients accounts can be swept by custodian into money market funds on the date of receipt or as soon as is feasible.