Here is some of what you can expect from us:

• Portfolio Management - Based upon your needs, a portfolio manager and the research team will customize, structure, monitor and review your portfolio.
• Portfolio Review - In addition to communicating with you regularly, we recommend at least one in-person meeting annually to review your portfolio and objectives.
• Reporting - Report packets are provided quarterly and include: a portfolio holdings statement, transaction details, a realized gain/loss report, and annual and since-inception portfolio returns.
• Letters from Tom Putnam, Founder & Chairman - These letters from Tom and the Research team are included with your quarterly reports and discuss Fenimore's perspective on the investment marketplace and our holdings.
• Newsletters - Our informational newsletter, The Value Investor, presents topics pertinent to your financial goals and is provided four times annually.
• fenimoreasset.com - Your account information is at your fingertips through our secure online account access.