Communication

We believe consistent dialogue is the most effective means of ensuring portfolio objectives and client expectations are met. 

We encourage regular review meetings with clients and request meeting at least semi-annually. Client’s quarterly report from Van Cleef will include:

  • Quarterly letter
  • Portfolio appraisal
  • Purchase and sale activity
  • Rate of return and comparisons to various indices

Independent custodians provide:

  • Statements
  • Trade confirmations
  • Online access