As a partner with our clients, we approach the delivery of our services as a solemn commitment to each institution. It is based upon the specific needs, purposes, goals and objectives of the client and its investment portfolios. Therefore, we provide our services as an all-inclusive menu of services that are made available for an annual retainer fee. This ensures a comprehensive, professional, institutional program designed to meet the highest standards of fiduciary stewardship without the expense of service fee add-ons. Confidentiality has been a corporate mandate since the beginning of our firm. We uphold the highest standards of confidentiality, treating each client's data as sacrosanct and their business affairs as inviolate.