We believe that regular communication is key to building any relationship of trust. You share your financial objectives with us and we give you unbiased advice on how to achieve them.
Once your portfolio is established, you will receive regular communication regarding your accounts. In addition to receiving trade confirmations and monthly statements from the account custodian, we provide you with customized quarterly statements. You will also receive Condor’s quarterly newsletter and periodic alerts about important developments.
Our password-protected website allows you to review your portfolio, including performance and tax information that is updated daily. An archive of Condor’s past quarterly statements and newsletters is also available on the website. Through a sensible use of technology, Condor allows you to continuously stay close to your personal portfolio.
As part of our commitment to regular client communication, we strive to have face-to-face meetings with you at least once a year.
- Regular communication builds trust and understanding
- Using technology to improve the efficiency and accuracy of client communication
- Secure website allows you to obtain up-to-date, detailed information regarding your portfolio