Client Service & Communications

Client Services

Pineno Levin & Ford Asset Management regards each client as a business partner. In this spirit, we strive to:

  • Provide competitive investment returns with lower-than-average market risk (volatility)
  • Provide personalized service by skilled, experienced professionals
  • Provide investment advisory service at competitive fees
  • Maintain strictest confidence and protection of privacy

Client Communications

Open and frequent communication builds trust with our clients. Principals are available at any time to answer your questions or discuss your investments. We furnish reporting including:

  • Detailed quarterly performance reports
  • Quarterly letter from management with market commentary
  • Quarterly executive summary highlighting asset allocation, performance, income and gains
  • Client conferences when requested

Sample reports are available upon request