To achieve the highest level of service to our clients, we manage discretionary accounts. By doing so, we are able to promptly execute investment changes, without consulting the client. However, the client is kept fully informed at all times. Clients receive monthly or quarterly account appraisal and performance reports from the custodian and from Minis & Company. We prefer to meet with new clients to review their portfolio on a quarterly basis during the first year. Frequency of subsequent meetings is determined by the client’s needs.
As part of our service, we prepare year-end statements of realized capital gains and losses for each client. Since all Minis & Company clients utilize a separate custodian, either a bank trust department or a brokerage firm, to hold funds and securities, we verify the custodian’s reports to ensure that all income due to the client has been received.
Individuals & Families Institutions Foundations & Endowments