Reviewing Your Portfolio
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's principals communicate 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 principals or staff at any time for discussion or questions.