Portfolio Evaluation and Client Service

We recognize that a sound investment strategy must have the flexibility to adapt to changes in a client’s needs and/or market conditions. Our portfolios are actively monitored to ensure compliance with a client’s investment policy statement.

Communication with our clients is vital to our success. Clients receive quarterly account reports detailing portfolio positions, asset allocation and investment performance, and as well as periodic market comments. Clients receive monthly account statements and confirmations directly from the custodian maintaining their account.

We have a strong commitment to customer service and strive to provide the personalized attention sometimes unavailable at larger firms. Noesis employs a multinational and multilingual team of seasoned professionals who collectively possess a set of skills and disciplines uniquely suited to the needs of our clients. Clients have direct relationships with our portfolio managers who are always available for individual account review.

Our role often goes beyond portfolio management. We are typically familiar with most aspects of our clients’ financial situation and frequently work together with our clients’ other financial advisors, such as accountants and attorneys, to ensure a seamless implementation of their overall financial plan.

Overview of Services