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.
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.
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.
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.