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We view the relationship with the client as a long-term partnership with the commitment of helping the client achieve their investment goals with a piece of mind.
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We work with the client to understand the client’s needs in order to have a better understanding of the investments that might be suitable for inclusion in their investment portfolio.
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With our commitment at Hammond Investment Management we place a high value on accurate and timely reporting with returns that are compared to various market index benchmarks so that the client knows where their portfolio has been, where it is today, and where it might be heading tomorrow.
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Safety of client’s assets is of the utmost concern. That is why we utilize the service of Charles Schwab & Co. to hold (custody) our client’s assets. This provides the client with a commitment to safety by providing third-party custody.
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With this commitment to reporting come statements that are in-depth and easy to comprehend. The client will receive monthly reports from Charles Schwab & Company and quarterly reports from Hammond Investment Management.