Reports

Comprehensive and effective communication of our investment strategy and results is an integral part of our investment service.

Each quarter our clients receive a report which includes the following:

• Performance
• Distribution of Assets
• Activity in the Quarter
• Portfolio Holdings
• Fund Reviews
• Corporate Overview

Our Private Client Review keeps clients up-to-date on our view of the economy and the markets.

Meetings

We encourage clients to schedule regular investment meetings to maintain a full understanding of the changing requirements. Consistent communication is vital to the effective management of assets. Meetings are usually held semi-annually after the first year.

McLean Budden has a quarterly luncheon program for our private clients to help them better understand our investment process and performance results.

Service Standard

Our standard service includes four quarterly written reports on an ongoing basis. We commit to personal meetings with our clients as the need arises.