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What you can expect from Versant
Focused expertise. By concentrating exclusively on investment management, Versant president and chief investing officer Tom Connelly gives you the benefit of what he does best—designing investment portfolios to meet clients’ complex long-term needs.
In an initial meeting, Tom asks you to consider such deceptively simple questions as “What is your money for?” and “How do you want to use it?” Your answers, which may cover everything from funding current income needs to retirement and estate planning, help establish the goals that will be at the heart of your investment plan.
A transparent investment process. There won’t be secrets or surprises in your relationship with Versant. Once you’ve signed on as a client, Tom will ask you to fill out a questionnaire about your current assets, your near- and long-term goals, and your appetite for investment risk. He will then prepare a 20- to 40-page investment policy statement summarizing your current financial situation and detailing your future objectives and an investment path to help you achieve them. This comprehensive roadmap to your financial future shows you what to expect and provides a means of measuring your progress over the coming years.
Service.
Tom will meet with you at least once a quarter to review your portfolio’s performance and discuss any adjustments that may be called for because of changes in your circumstances, goals, or other factors.
You’ll receive regular investment newsletters to help you stay abreast of the latest investment ideas and market news.
Most important, you’ll have ready access to Tom’s expertise and attention. By concentrating on investment management and limiting the number of clients he works with, Tom ensures that he has the time to provide personalized attention to your questions and concerns.
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