How much contact do you have with your clients?

Every client has their own idea of what is the appropriate amount of contact.  For some clients, we speak weekly to touch base while other clients are ok with visiting a few times a year.  In either case, all of our clients at Family Dynasty Advisors LLC, receive regular market and account updates via emails or other forms of written communication.  In addition, all of our clients have access to our cloud based portfolio software so they always know how their portfolios are invested, the portfolio risk exposure along with their historical investment performance data.

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