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M A R K E T COMMENTARY QUARTERLY CLIENT LETTER VOLUME 2 ISSUE 3 OCTOBER 2002 Authored by Howard J. Rusty Leonard, CFA Chairman/CEO, Stewardship Partners Investment Counsel, LLC IT WAS DIFFERENT THIS

How to fill out quarterly client letter

How to fill out a quarterly client letter:

1. Begin by addressing the recipient in a professional and courteous manner.
2. Clearly state the purpose of the letter, which is to provide a summary of the client's account activities and performance.
3. Include relevant financial information such as investment returns, portfolio updates, and any important market insights.
4. Personalize the letter by mentioning specific achievements or milestones related to the client's financial goals.
5. Provide a brief analysis of the overall market conditions and how they may impact the client's investments.
6. Ensure the letter is written in a clear and concise manner, avoiding technical jargon that may confuse the client.
7. End the letter with a call to action, such as scheduling a meeting to discuss any questions or concerns the client may have.

Who needs a quarterly client letter:

1. Financial advisors or wealth managers who maintain a portfolio of clients.
2. Individuals or businesses that have entrusted their investment decisions to a professional.
3. Those who value regular updates on their financial performance and the state of the market.
4. Clients who want to stay informed about how their investments are performing and if any adjustments need to be made.

Remember to always tailor the letter to the specific needs and preferences of each client.

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What is quarterly client letter?

Quarterly client letter is a communication document sent to clients on a quarterly basis to provide updates on investment performance, market insights, and other relevant information.

Who is required to file quarterly client letter?

Investment advisors and financial firms are required to file quarterly client letters to keep clients informed about their investments.

How to fill out quarterly client letter?

Quarterly client letters can be filled out by including investment performance data, market analysis, and any other relevant information that clients may need to know.

What is the purpose of quarterly client letter?

The purpose of quarterly client letter is to update clients on their investment portfolio performance, provide market insights, and build a relationship of trust and transparency with clients.

What information must be reported on quarterly client letter?

Information that must be reported on quarterly client letter includes investment performance data, market analysis, fees charged, and any other relevant updates that clients need to know.