GETTING TO KNOW YOU

Every client is unique. We believe this uniqueness should be reflected in the portfolio structuring process. Because we manage each client relationship individually, members of SIMI’s professional staff meet with you to discuss your financial situation and any other issues that will influence the management of your account. Some issues we consider are:

  • Personal Goals
  • Financial Goals
  • Rate of Return Expectations vs. History of Markets
  • Risks Associated with Your Specific Goals
  • Investing Experience
  • Tax Concerns
  • Family Objectives

Client accounts are reviewed continuously for possible changes in holdings, and quarterly for possible asset allocation changes. SIMI communicates with its clients on a quarterly basis through personal letters evaluating the current status of each client portfolio and how current events tie into client portfolio holdings.

SIMI communicates with clients by phone or in person for a periodic review of all account activities. These meetings are also an excellent time to review financial goals and discuss any changes in the management of the client’s portfolio. Clients are encouraged to call SIMI’s principal or staff at any time for discussion or questions.