ACCOUNT MANAGEMENT: Frequent Performance Reviews Two-way communication is an essential element to a strong relationship and helps to ensure that the investment strategies meet the individual needs of the client. Meetings to review the portfolio and performance are scheduled on a regular basis and may include the client's accountant, attorney and other family members, all at the discretion of our clients. Active Portfolio Management Global One Capital actively manages all portfolios to maximize the various opportunities in the market. Market volatility and unexpected events can dramatically change the outlook for investments in a very short period of time. Active management means that we closely monitor global markets on a daily basis and unlike larger institutions, can respond immediately in making portfolio adjustments. Global One Capital follows a disciplined investment approach using strict buy and sell criteria. Primary Portfolio Manager The Portfolio Manager functions as the primary point of contact at Global One Capital. We encourage our clients to speak with their Portfolio Manager whenever they have questions about their portfolio. Comprehensive Statements Clients receive monthly statements providing the details of account activity from the account Custodian and quarterly statements from Global One Capital. Quarterly statements from Global One Capital are designed to show how the portfolio adheres to the clients' investment strategy and include graphs and comprehensive descriptions of the portfolio holdings, changes in value and performance comparisons against industry benchmarks. Quarterly statements are used as the basis for discussions regarding the account and ensure that clients fully understand their portfolio's performance relative to the broader market indices.
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