Client reviews at LeConte present us with two important opportunities. Most importantly it is a fresh opportunity to hear from our clients about what’s new in their life. Reviews also provide the time to have an in depth conversation about financial markets and our clients progress toward their goals. Our objective will always be that our clients know how they’re invested, that how they’re invested is tangibly connected to what they’re trying to achieve, and that they have the information they need to confirm their ongoing financial progress.
Markets are more dynamic than ever before. and we pride ourselves on the consistency of our advice. At our regular meetings, we’ll look back, and look forward, to help you make sense of market trends and how they affect your investments. And we’ll review changes we’ve made and that we are considering.