When clients come onboard at SFMG, we work with them to understand their risk tolerance and financial goals. From there, we build out an Investment Policy Statement. Each client’s portfolio is managed based on the agreed upon Investment Policy Statement. Unless specifically discussed, clients are not notified before trades are made. However, we send our monthly communications that include our research and thoughts on the market—including any recent or potential portfolio changes. The client’s portfolio and holdings are also discussed during each Review Meeting.
Back To Blog Posts