Services We Provide
Based upon your needs, your Client Relationship Manager collaborates with Andrew Boord − Investment Research Analyst and Manager of Equity and Fixed Income Portfolios for Fenimore’s Separately Managed Accounts − to customize, structure, monitor, and review your portfolio. It's important to note that all of our Investment Research Analysts contribute to this process of wealth management.
In addition to communicating with you regularly, we recommend at least one face-to-face meeting annually to review your portfolio and financial situation.
Report packets include: a portfolio holdings statement; transaction details; a realized gain/loss report; and portfolio performance reports specific to your time invested with Fenimore.
Fenimore’s Investment Research Team discusses the investment landscape and provides its insightful perspectives gleaned from the in-depth, firsthand research we conduct at the company level.
The Value Investor presents topics pertinent to the current investment environment as well as your long-term financial goals including data we unearth in the field. It is provided two times annually.
Online Account Access
Your account information is at your fingertips through this secure, online service.