| How
do you define client service? That’s probably
not a question you consider often. We do! Our definition of
client service focuses on several basic principles:
- Maintain
the highest level of integrity in all professional dealings;
- Make
decisions in each client’s best interest;
- Develop
and implement an investment plan appropriate for each client;
- Communicate
proactively with clients; and
- Exceed
client expectations for investment performance, client service,
professionalism, and integrity.
Guided
by this set of principles, Elliott & Associates has been
managing investment
portfolios since 1984. Client service is a cornerstone of
our business, and it is the lifeblood of our future success.
Our growth depends on our ability to continually exceed client
expectations. In fact, satisfied clients refer to us the vast
majority of our new customers. Our business grows one satisfied
client at a time.
Our commitment to clients drives our high level of
client service. That includes customization, accessibility,
and proactive communication. Regularly scheduled client meetings
are part of the agenda. Additionally, we believe in an open
door policy. This provides opportunities for clients
to have additional portfolio discussions as part of our standard
fee. By leveraging technology, we are always in touch with
our clients through e-mail responses and our active website.
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Customization
Customization
is not just a buzzword at Elliott & Associates. To us,
each investor is unique, and services are truly customized
to meet individual client’s needs. First, we listen
carefully as clients articulate goals and expectations.
Next, we refine objectives and design a customized multi-year
plan. Then we put that plan in motion. As client circumstances
change, investment strategies evolve.
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Accessibility
Each
client determines how often we meet to discuss
the portfolios we manage. Between meetings, clients are
encouraged to contact us by phone or e-mail to discuss any
issues. Accessibility and responsiveness are extremely important
to us. We take a proactive approach to client communication:
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Proactive
Client Contact
 Quarterly
Reports | Performance, Asset Allocation,
Holdings
Individual portfolio reports are sent quarterly.
Our goal is to provide clients with timely and pertinent
information about their investments. The reports are designed
to allow clients to periodically evaluate our progress towards
investment goals. We strive to make the reports easy-to-read.
They highlight periodic and long-term investment performance,
portfolio asset allocation, and current investment holdings.
 Web
site | www.elliott-associates.com
To provide immediate commentary on developing events,
we use our web site. Clients receive e-mail alerts of newly
posted commentary on significant economic or company-specific
announcements. At any time, clients can also login to review
earlier comments or read E&A Perspectives and
Hot Topic essays.
 E&A
Perspective | Quarterly Newsletter
Each quarter, Elliott & Associates sends our newsletter,
E&A Perspective. It reflects on the market’s
recent performance, discusses significant economic or political
developments, and provides ongoing insight into our broad
investment perspectives.
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