Working With Us
Staying On Track
Constructing your portfolio and implementing our investment strategy is only the beginning of our investment management relationship. To keep your portfolio on track each day we monitor all portfolio positions and world markets. Daily monitoring ensures that your portfolio is being invested when the markets are trending up and sitting out when it is trending down.
Each portfolio is reviewed quarterly to ensure that your portfolio is aligned with our investment models. In good market periods rebalancing will happen as necessary not on an arbitrary, predetermined basis.
Staying In Touch
To keep you informed about the progress of your portfolio, the markets and our company you will receive the following from each resource.
From Sustainable Investment Strategies:
- Quarterly performance review package
- Weekly Market Wrap-up email
- Annual reviews (In-person where possible)
- Access to our company website and blog
From our custodian Scottrade:
- Monthly account statements
- Online access to your accounts
- Confirmations of all account transactions
