Client Communications

White-Labeled Materials to Guide Your Client Conversations

Beyond the considerable resources we devote to investment strategy, we also share the communications we use to establish and maintain our client relationships. Through our communications, we seek to instill client confidence in our competence, investment approach, and core values. This sets the foundation for a successful, long-term client relationship:

Client Letter & Newsletter

Each quarter, we draft a short Client Letter, intended for individual clients, and a longer-form Client Newsletter, intended for institutional clients. These resources form the base of the report cover letters and client newsletter we use in our own advisory practice.

Download samples of our client materials >

Quarterly Client PowerPoint Presentation

Every quarter we compile a full slide deck supporting our model portfolios and investment views. In it, we review the previous quarter and recap our outlook for the next, in addition to providing insightful talking points for advisors. It is fully customizable and includes a large appendix of optional charts, tables, and graphics.

Review an example presentation >

Other Redistributable Pieces

We also share the timely client messages and articles we send to our own private clients for you to use in your own practice. We’ve addressed such topics as market volatility, inverted yield curves, negative rates, portfolio positioning, and more.

Past examples are available here >

Paying subscribers are free to repurpose and redistribute these communications in their own practice as long as they adhere to our attribution and disclosure policy.