Our approach to client service reflects
our commitment to building successful, long-term relationships.
We extend our relationships with clients beyond traditional
money management, customizing strategies to meet specific
needs and providing advice and guidance on investment-related
issues.
Commitment to Quality
Riverplace Capital recognizes
the need to provide quality service consistently to clients.
Our team strives to deliver superior service, with tailored
solutions to fit clients’ needs on a daily basis.
Communication
Through regular contact and easy-to-read
reports, we keep you informed of performance and activity
in your account. Quarterly portfolio statements are sent to
give the total return on investment and the exact value of
total assets under management. Monthly transactions and position
statements are sent to you by the account custodian.
You are notified of each security transaction by trade confirmation.
When applicable, year-end investment related tax information,
such as realized gains/loss reports, is provided.
Riverplace Capital Management sends a quarterly newsletter,
"Perspectives," to all clients which discusses current
economic trends and market outlook. We
encourage periodic meetings to discuss present and future
economic conditions that can affect the short and long-term
value of each portfolio. Our entire staff is accessible to
you.
Whether you have questions, want to discuss portfolio or changes
in your financial circumstance, we encourage you to call,
write, e-mail or visit with us in person.
