How will MKG communicate with me about my account?

Today's investors want full knowledge of what is happening with their account. Our secure login portal allows our clients to view their current holdings and their portfolio activity in real time, as well as their monthly account reports. We mail quarterly reports that give comparisons between MKG portfolios and general market performance, and include realized and unrealized gain and loss information on specific holdings.

Based in Portland, Oregon, near many of our clients, we always make ourselves available to talk on the phone, at our office, or even in person at a local coffeeshop. It is one of the pleasures of doing business in this region. We can know our clients on a personal basis, and we believe in answering any and all questions our clients and potential clients may have about how we operate.