Client Communication


Client Communication



Maintaining open client communication is at the core of our service.  Through our website,, and our Client View portal, we provide clients with up-to-date information on investment activity. Clients can also access other detailed reports including:



  • Quarterly reports summarizing investment holdings, activity, and performance

  • Quarterly McQueen, Ball commentary and news

  • Periodic tax reports summarizing taxable activity

  • Periodic customized investment analysis






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