We want you to feel confident about our process and your portfolio. As such, we:

• Aggregate information on all investments from various providers and custodians to prepare a customized and consolidated quarterly performance report.
• Track flows including interest, dividends, redemption schedules, and outstanding commitments.
• Monitor all cash flows and other portfolio activity on a daily basis.
• Remain available to meet with you quarterly, at a minimum, to review the asset allocation, performance, and any lifestyle changes that influence the investment strategy.