You will be kept well informed through regular contact with your Portfolio Manager as well as a monthly statement of account that details your holdings, transactions and the value of your portfolio. In addition, you will receive a quarterly performance report detailing returns since inception and a snapshot of your current asset mix.
Over the years, your evolving personal needs may dictate changes to your Investment Policy Statement or portfolio composition. You will always have an open line of communication with your Portfolio Manager to ensure that you understand the activity taking place in your portfolio and that your investment strategy and your life goals remain clearly aligned.
Camillo (Cam) La Civita