Email Alerts
Another value-added service we provide our client partners is timely E-mail alerts. As market conditions change, opportunities for portfolio enhancements or repositioning may present themselves. These might include such events as changes to our model allocation, sharp corrections in an asset class that may now present opportunity, security or industry specific news events that are having a significant impact on the market or certain sectors/securities, and more. These emails are limited to important information and events, so clients are not inundated with a hodge-podge of potentially irrelevant data as is the case with many of our competitors. The few alerts you may receive per week, we believe, are worth taking the time to read.
All of our email alerts are stored in the YieldQuest Select Portal for historical access – so if you’ve missed a few or have been out of the office, it is easy to catch up! Importantly, we highly encourage new client partners to spend some time in reviewing our “track record” as it relates to these email alerts and portfolio positioning. We are confident you will be impressed.
