We make every attempt to keep a close eye on the Investment Managers that our clients use to manage certain parts of their investment portfolios.  Representatives of these managers visit us frequently, and we keep in contact with them often.

We want to share these meetings with you.  We record them (audio) and the list appears on the right.  Since the markets are constantly changing we will do our best to keep these meetings updated.  If you are interested please check here often as we plan on keeping these interviews current.

If you would like us to speak with specific managers, we'll put them on our schedule and if you have questions you would like us to ask them, please email them to us. 

Please remember that often times the same manager will have totally separate individuals (portfolio managers, analysts) for each different STYLE for which they offer managed accounts.  These styles will be carefully indicated.  

We appreciate your comments. Just email them to us at:

Manager List, Date of Latest Update and Link to List of  Meetings