Don't Take Our Word For It
- In our 2018 client survey, 45% of our clients responded with their views. We are told 15% to 20% response rate is typical. We are pleased our clients have a comfort in sharing their views, and we continue to work on ensuring that our group fosters open communication.
- When asked about satisfaction with the overall quality of service received, 94% of our clients rated The Oyler Group 8 out of 10 or higher.
- We believe communication is very important to any relationship. We want clients to be involved and informed. 89% of our clients felt they were contacted "often enough". We will work hard to satisfy the remaining 11%.
- We consider ourselves to be lifetime learners. Understanding of individual investments objectives, risk tolerance and performance expectations are crucial to our client relationships. 90% of our clients recalled a discussion about portfolio performance expectations relative to their tolerance for risk. 80% felt they had a regular review of their portfolio performance relative to their investment objectives.