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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 contained on our website in your personal vault. All correspondence requiring confidentiality ( for example, statements and tax forms) will be contained in your vault system.
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 video library as well as periodic video updates featuring Steve Lococo, Portfolio Manager.
Securities offered through GVC Capital LLC and Schwab Institutional Inc., Member FINRA/SIPC
Copyright © 2009 FAMR, Inc. All rights reserved.
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©2010 Footprints Asset Management and Research. All rights reserved.
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