CALL

LOCATE

Communicating


Our objective with our monthly communication pieces is to keep you informed, but not involved in the day-to day investment decisions. To that end we produce three quarterly communication pieces per year:

The Opportunity Update – our audio is recorded in March, June, September and December.

The Strategist– our quarterly newsletter issued in February, May, August and November.

The Quarterly Market Commentary for The Dividend Value DisciplineTM – a quarterly market commentary included with your reporting package in January, April, July and October.