service-commitment

We are dedicated to providing our clients with an exceptionally high level of service.  Our ambition is not just to meet our clients’ expectations, but to exceed them. 

SERVICES

• Bi-annual portfolio reviews and quarterly performance updates
• Quarterly consolidated reporting for Separately Managed Accounts
• Easy-to-understand monthly summaries to enhance account statements
• Regular portfolio recommendations; actionable ideas provided throughout the year
• Ongoing client communication including a monthly newsletter and a weekly compilation of top economic and market news
• Frequent contact from the Reynolds Inglis Group
• Invitations to special client events and educational seminars
• Access to tax and estate planning as well as customized insurance solutions
• Liaison with your existing accounting and legal team, or referrals with our extended network of professionals when required
• Access to extensive research and analysis
• Corporate finance and venture capital opportunities
• Access to an experienced trading desk
• Complete confidentiality in all matters

Committed to making a positive difference