Levels of Investment Management Services
Is it too much to ask for personalized
service from your investment manager?
After all, you expect – and demand – good
service at the place where you get your morning coffee. If you
don’t like the service, you take your business to a place
that offers you the treatment you deserve. Shouldn’t the
same be true for your investments?
Perhaps you’re experienced some of these
problems…
- Inconvenience: “My
investment manager is too far away; too difficult to see him/her.”
- Non-responsive: “My
investment manager doesn’t return my phone calls; is too hard to
reach.”
- Lack of attention: “I’m
not getting the level of attention I deserve. I want a more
personal relationship with my investment manager.”
Get the investment management service you deserve from Luthman Financial
Management.
At Luthman Financial Management (LFM), you’ll
experience customer-focused service from a locally-based company
that’s always here for you – by phone, FAX, email
or in person. We’ll meet with you at your convenience – even
on a regularly-scheduled basis (i.e., quarterly, semi-annually)
if you’d like -- providing you with the level of attention
that’s most comfortable for you.
If you’ve been disappointed with the
service you’ve been getting from your investment manager,
it’s time to talk to LFM!
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