Private Client Services
The Fenimore Private Client Group is committed to building long-term relationships and considers it a privilege to have the opportunity to earn your trust. Our objective is to develop a comprehensive understanding of your long-term goals and tailor your portfolio accordingly — regular communications are integral to this process.
Additionally, we distribute a quarterly account statement with the Portfolio Managers' letter. You will receive newsletters throughout the year as well. We also hold a bi-annual Client Gathering which is a great opportunity to meet our Investment Research Analysts.
Our clients have a Relationship Manager dedicated to them, but our entire team is accessible and diligently cares for all client investment needs.