office: (941)
445-2001
Email:
Info@SuttonPlaceCapital.com
Services
Dialogue with Your Portfolio Manager
When you dial your phone, you are talking to the person that is
managing your money. When you have a question - we answer it
"one on one."
Quarterly Investment Statement with Performance Calculation
We want you to know exactly how your portfolio
is performing. Our statements provide more than a list of
stock and bond holdings, we include a total return calculation that
enables you to know exactly how your portfolio is doing.
Market Outlook Comment
Every quarter, we provide a short commentary that includes macro and micro developments that influence how we are shaping your portfolio for the next eighteen months.
Quarterly Client Meetings
In good times and bad times, speaking or meeting with your portfolio manager is a necessary step.
