The Ackerman DifferenceClient Communication
Regular Contact with you complemented by timely professional service
We schedule periodic reviews with our clients and provide them with thoughtful investment commentaries, sophisticated account reporting, and a client portal with 24/7 online access.
WEALTH MANAGEMENT CONSULTATIONS
Wealth management consultations cover relevant, client-specific situations. They include topics such as tax planning, legal structures, philanthropic planning, retirement planning, business and life transitions, organizational and bill pay services. As appropriate, we collaborate with other professional advisors in executing a holistic financial solution for our clients.
ACM proactively schedules regular portfolio reviews with our clients. In these meetings, we revisit financial objectives and risk tolerance preferences. Current portfolio holdings, recent activity, and performance versus appropriate benchmarks are reviewed while also sharing our current views of the capital markets.
QUARTERLY COMMENTARY & REPORTS
In addition to ongoing reviews and performance reporting, we provide our clients with comprehensive portfolio reports, at least quarterly, along with thoughtful investment commentaries, and time-sensitive market-related or client service notices when needed.
CLIENT PORTAL ACCESS
ACM gives its clients access to highly sophisticated technology and reporting solutions. The ACM client portal provides full transparency with 24/7 online access to accounts, account reports, communications, secure private document storage, planning tools, and state-of-the-art performance reporting.
CLIENT SERVICE REVIEWS
Because account-related information can change over time, we periodically initiate an account service review to ensure an ongoing, positive client experience.