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Portfolio management is an ongoing process that requires around-the-clock maintenance. We use daily account access and internal accounting systems to monitor your investments as change occurs, viewing accounts across the spectrum to identify security concentrations, realized gains from the sale of securities and unrealized losses that should offset realized gains. Changes occur every day, and we are there to recognize any significant concerns.

We recommend that investors maintain a portfolio in line with the agreed portfolio allocation as outlined in the Investment Policy Statement. When specific portfolios appreciate or depreciate in value, adhering to this philosophy becomes even more critical. We carefully monitor allocation shifts within your portfolio and make recommendations for proper rebalancing techniques. Over time, this will benefit the portfolio and avoid risky imbalances.

No legitimate investor can escape the effects taxes have on a portfolio. This is especially true for high net worth investors. The tax effect is far greater than most realize and too often overlooked. At any time there are gains and losses in a portfolio, and constant diligence is needed to negate the adverse consequences taxes have on portfolio performance.

Investments and financial matters are continually evolving. We stay abreast of these changes and educate our clients every step of the way. An informed client is far better prepared to withstand the volatility of difficult markets and the euphoria of excessive ones. It is often said that fear and greed are the two most compelling emotions regarding investing � and we're here to place investment issues in the proper perspective.

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