Client Education

We have several ways that we work with our clients in educating them on investment issues. One of the most important ways that we educate clients is through our reviews of their programs and timely meetings. Some of our executive clients have also asked us to prepare special research or educational materials on topics to discuss with their staff.

In addition, every 18 months we host a client conference covering a variety of topics, providing our clients the opportunity to meet and share ideas.