You’ll enjoy an uncompromising standard of individual service and attention from your Atlas Brown team. Our proactive approach to client communication means that you’ll meet with your wealth management team on a regular basis to review your strategy and discuss any changes in your family’s situation.
Each quarter, we will provide you with a newsletter on the economic climate and wealth management news.
Of course, investment reporting is always available online. Just click on the client login button located on the home page to access your account and view detailed portfolio information.
2014 - Q1