Will I be advised as to the current stock market outlook and the performance of my portfolio?

Yes, we believe strongly that communication is the key to a long-term, successful relationship with our clients. You will receive a monthly statement from your custodian and a monthly portfolio review statement from The Broughton Investment Group, Inc. detailing all transactions, securities held, along with performance data for your portfolio. You will meet with your Client Manager on a monthly basis to discuss any changes in your portfolio. We also send you a monthly market review letter and newsletter.