Client Services

On a quarterly basis we prepare a financial report that outlines the performance and holdings of your portfolio.  Depending on your particular situation, we will meet with you periodically to discuss with you the performance of your investments. 


Very important to us is the financial education we can provide in working with you and the development of a committed relationship that clearly defines and communicates your return on investment in relation to your investment goals.   We strive for a quality working relationship with you so we both work together to meet your ultimate financial destination.



                                           Why We Make A Difference

  • Client education and personal service
  • Experienced guidance with your money
  • Fee based service
  • Integrated financial advice to provide a full service approach with PutmanGroup
  • Ethical and independent advice you can trust
  • Detailed financial reporting
  • Committed working relationship with our clients