FAMR Services
Client Services
Delivering superior service to investors is a primary goal of ours and is what sets us apart from other asset management firms. Each client has access to our team of professionals committed to meeting your individual needs and answering any questions you may have. From the first contact with us, you will be treated with the respect that you deserve and as our relationship grows, our unparallel service creates even more value to you.
Quarterly Portfolio Reporting
You will receive on a monthly basis a custodial statement from our broker/dealer. This statement provides you an accounting of the last month's activities. On a quarterly basis, you will receive an additional reporting package from FAMR. Within our reporting package, we provide you with a commentary about our Absolute Value Investment philosophy, update you on the top portfolio holdings, and present your portfolio's performance, along with other pertinent information.
Annual Portfolio Reviews
Based on your preference, we will review your portfolio with you at least annually. Throughout the year, you will have access to our Portfolio Holding Reports, which will help you stay 'in-the-know' about your holdings.
Portfolio Holding Reports
As part of our on-going research process, we continuously monitor our current portfolio holdings. We have a report on our top holdings within our Separately Managed Accounts. The cover page of each report describes the company, their ndustry, lists financial information and bulleted reasons why we like the company as a wealth creating opportunity. As appropriate, we augment the reports with pertinent company updates.
Analyst Commentary
Weekly audio updates from our Research Analyst
Proprietary Research Reports
As a trend within the Absolute Value Investment philosophy, many companies receive little if any analyst coverage; therefore gathering information about these types of companies is challenging for the average investor. We created our proprietary opinion-based reports to help create intellectual wealth for investors.