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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contactwatermarkOffice: 757.305.1500
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Fax: 757.305.1538
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