Client Communications
Wealth Management Institute recognizes the importance of clear, comprehensive communication with our clients. If you’ve entrusted us with your portfolio, you deserve –and are entitled to demand—information that not only helps you be a better investor, but gives you the confidence that smart investments should always yield. Every three months, you will receive quarterly performance reports regarding the status of your account. These reports will indicate if changes in your portfolio are warranted, or if your account’s status quo is satisfactory.
If you have not accorded WMI blanket discretion to implement changes to your account and you do not respond within a few days, we will call you. We will also provide you with interesting and informative market commentary as significant shifts occur in the economic world. You’ll also be invited to attend client workshops on various topics from time to time. Of course, we are always available to take your calls and inquiries if you have any questions or concerns. Wealth Management Institute wants you to be a lifelong client, so you can expect a professional relationship with a very personal touch
