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