I offer far more than investment management.............risk management, financial planning, and an overall assessment of life goals and finances are a regular part of the discussion.  All of this is part of regular customer service. 

Twice a year I bring existing clients together for complimentary educational lunches hosted by other financial professionals so they have the opportunity to hear from someone besides me about financial and market issues. 

Clients also receive regular communications about timely market and financial issues.