Client Servicing & Communications
J.W. Burns & Company is committed to building quality, long-term relationships with each of our clients. As such, our client services include the following:
- We will guide our clients in setting investment goals and an appropriate asset allocation framework.
- Each portfolio is confidentially managed according to specific client needs.
- Quarterly portfolio statements are sent to each client by J.W. Burns & Company, giving the total return on investment as well as the exact value of assets under management.
- Monthly transactions and position statements are sent to the client by the account custodian.
- Clients are notified of each security transaction.
- Upon request we will provide clients with year-end investment related tax data.
- J.W. Burns & Company writes economic and market commentaries for our clients. We believe in the value of communication and educating our clients as to the benefits of our investment philosophy.
- We encourage periodic meetings to discuss present and future economic conditions that can affect the short and long-term value of each portfolio and we are available to meet with prospective clients to introduce our investment approach.
Copyright 2007 J.W. Burns & Company