Client Services

Palladium offers a wide range of personal services to meet our client’s needs. From individual service, to personal reports, to financial forecasting, to communications and more, Palladium is here to serve all of your investment needs.

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Responsive Service

We take great pride in the service we provide our clients, and readily look for ways to improve upon it. You can expect quick, responsive service from our team. Whether speaking to a Portfolio Manager, or any member of our knowledgeable staff, we are here to assist. We have in-depth coverage throughout the business day to ensure that someone is always available to take your call.

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Quarterly Client Reports

We send investment reports to our clients on a quarterly basis. The reports reflect the original cost of assets, the current market value and a breakdown of holdings by asset class. Our reports are always accompanied with a personalized letter addressing current events that impact the economy. If a major event occurs between quarters, we will send a separate mailing addressing our thoughts on the matter in hopes of alleviating fear. We always encourage our clients to phone with any questions or concerns.

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Annual Tax Report

Included with our 4th quarter investment reports is relevant tax information. We include a Gain/Loss Report, breaking down all gains/losses incurred during the year and a separate Fees Paid Report itemizing our quarterly investment advisory fee. The reports are mailed in early January allowing ample time for our clients to complete their taxes.

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Our Team Can Provide Financial Forecasting

Using Monte-Carlo simulations to project the distribution of possible future account balances. This technique can be used to project the size of an Estate of allowable spending levels during retirement.

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Quarterly Newsletter

Our clients will receive our Palladium Perspectives newsletter on a quarterly basis. They may receive it by snail or electronic mail delivery. It is also accessible by website. It is an informative piece offering the firm’s perspective on the economy and the effect it has on the market. The comments are straight forward and often humorous regardless of a bull or bear market.

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Customized Portfolios

Our client portfolios are individually managed and the investment objectives are based on the needs of the individual. Investment Guidelines are established at the onset of the relationship, in collaboration with the client, so that there is a clear understanding of their investment goals.

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Scheduled Clients Meetings

In addition to corresponding with clients by telephone or email exchange, we feel that it is important to meet in person as often, or as little, as a client deems necessary. We have clients throughout the country and will travel to any destination to meet their needs.

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Web Portal

For those clients who are technically sawy, we offer the service of accessing their investment reports through a secure portal on our website. We assist with the initial setup and then follow up with an electronic notification when the reports are ready.

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ClientServicesMeetingOther Services Include:

• Complete financial review
• Communication and interaction with your other professionals (accountants & lawyers)
• Direct access to investment decision makers
• Complete cost basis records