HOME | ABOUT US | OUR SERVICES | CLIENT RESOURCES | CONTACT US | PUBLICATIONS | DISCLOSURE
 | ||||
| | “Most of us were not taught how to effectively manage money...so we provide you with relevant information” | | |
| | |
| MAY 2006 NEWSLETTER Consistency When Trow initially offered me the opportunity to draft this month’s newsletter, I was uncertain as to just what it was I wanted to relay. Typically when you speak with me, or Cassi, it’s strictly in a service capacity or to coordinate an engagement. While we don’t often find ourselves sitting in on your quarterly meetings, we are very much involved in the preparation for the appointment, and are typically tasked with the majority of the resulting action items. It has been almost 9 months since our departure from Legacy Advisors and almost six months since we moved into our new office here in Reston. While we still get the feeling that the dust has just settled, the truth of the matter is that we have been back to business as usual since early in the first quarter. By now you have probably noticed a return to the systems and processes that we operated in the past, and hopefully you have noticed our efforts to tighten them and make them more efficient. We are working hard to make certain portfolio performance reports go out on schedule and are accurate. We endeavor to time the scheduling of appointments with the receipt of these reports. When you meet with Trow we have portfolio recommendations and agendas drafted well in advance, and we try to get the notes of these meetings to you within 24 hours of the discussion. Meeting note action items are then distributed to the appropriate team members and we are closely tracking the status of all deliverables. Assigned actions are then completed and the process begins anew when triggered by the creation of your next performance report. Why am I presenting you with this overview of our key system of operation? It is because we want to reiterate our desire to be consistent in providing you with as comprehensive and efficient a service as possible. There are so many variables in life that we cannot expect or account for, and this should not be the case with your financial advisor. We look to be a reliable resource that you can depend on, and through the operation of well-documented systems and processes we can provide that stability. It is through the refinement of these systems and processes that Trow is able to concentrate on utilizing his unique expertise in financial planning and analysis. Cassi, Adam, and I are then able to be responsive to your present concerns (By the way, Adam Smith will be coming on board full time in June). Knowing that you have a dedicated, capable team supporting you and helping your reach your financial goals is in my estimation the most compelling benefit of a relationship with Dominion Wealth Management. What is the most compelling benefit for you? What is it you like about what we do? What could we do better? As Dominion Wealth continues to grow, so do the systems we operate. We greatly appreciate your feedback in helping us continually modify and perfect our services and procedures. We take a great deal of pride in our work, and we find great reward in providing you with a peace of mind that your plan is on track, and that your goals will be realized. Thank you kindly for your time, and I look forward to speaking with you soon. Matt Brennan, Vice President- Planning & Investments | |
DECEMBER
NOVEMBER
OCTOBER
SEPTEMBER
AUGUST
JULY
JUNE
MAY
MAY SPECIAL COMMUNIQUE
APRIL
MARCH
FEBRUARY
JANUARY
JANUARY
APRIL
MAY
JUNE
JULY
AUGUST
SEPTEMBER
OCTOBER
NOVEMBER
DECEMBER
JANUARY
Defensive Portfolio Measures
FEBRUARY
The Lagging Healthcare Sector
AUGUST
NOVEMBER
MARCH
APRIL
Investing in India
MAY
Consistency
JUNE
The path Ahead
JULY
Gradually Moving Back to Bonds
AUGUST
Key Demographic Statistics
SEPTEMBER
Closed-End Funds
OCTOBER
Revising Dent's Expectations
NOVEMBER
Service Integrations
IRA ADVISOR NEWSLETTER 2006
Trow profiled in the April Newsletter
MATTHEWS ASIA NOW
NEWSLETTER 2006
The Demographics Issue
BNET BUSINESS NETWORK 2001
Ready to Retire