Client Services

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

1. Provide competitive investment returns with lower-than-average market risk
2. Provide exceptional personalized service by highly-skilled, experienced professionals
3. Provide investment advisory service at competitive fees
4. 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 account. We furnish comprehensive traditional reporting including:

1. Detailed quarterly performance reports.
2. Quarterly letter from management with market commentary
3. Quarterly executive summary highlighting asset allocation, performance, income and gains.
4. Tax preparation documents and information
5. Client conferences when requested

Sample reports are available upon request