Phone (225) 926-0202  Fax (225) 926-0203

PO Box 78408  Baton Rouge, LA  70837  

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Review Process

We will conduct portfolio reviews with our clients on a quarterly basis. During the review, we'll provide detailed information on the portfolio's performance, its composition and risk, plus discuss our outlook for the economy.

 

Following is a visual representation of our portfolio review process: