Heward works with each client to best understand individual investment expectations and relative risk tolerance. On this basis, and in consideration of assets under management, the firm will provide the necessary guidance to ensure an optimal fit between each client and specific financial service offerings.
In order to ensure a direct line of communication and accountability, an experienced portfolio manager is assigned to each client relationship. Formal and informal meetings between clients and portfolio managers are scheduled to discuss investment strategies and other issues.
Heward keeps its clients well informed by providing quarterly investment valuations (monthly valuations available upon request), including: a summary of asset mix, a summary of all transactions and a complete listing of all securities in the portfolio.
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