Communication is the foundation of our client relationships. Belvedere Group, upon initiating a new relationship, takes time to define client expectations, establish measurement benchmarks, and develop a comprehensive strategy suitable for each individual's needs.

Our clients understand the need to keep us aware of their concerns and expectations. As we build a portfolio, we encourage continuous communication and quarterly meetings. This ongoing dialog allows us to remain focused on our discipline while being apprised of changes in the client's expectations.

Clients receive the following services:

Ongoing contact with a Belvedere Group Client Service Executive, and access to your Portfolio Manager

A confirmation of every transaction and a monthly account statement from the custodial brokerage firm

A quarterly summary of the portfolio and its performance

Mike's Quarterly Newsletter to clients featuring a current market recap and Mikes commentary on investment

Access to account information 24 hours a day 7 days a week

An investment manager should make the client's money management as simple as possible, while still allowing the client to feel connected to his or her money. We fulfill this need. The investment services of the Belvedere Group allow clients to be freed from the demanding tasks of money management, and to be more confident that his or her financial security has the attention of a professional.