How often will I receive updates on my investments?
At Oakbrook Partners, we understand the importance of keeping our clients informed about their investments. That's why we strive to provide regular updates to keep you in the loop. You will receive updates on your investments on a quarterly basis. These updates will include detailed information about the performance of your portfolio, any changes or adjustments made, and insights into the current market conditions. Additionally, our team is always available to address any questions or concerns you may have regarding your investments. Rest assured, we are committed to maintaining transparency and ensuring that you stay well-informed about your portfolio throughout our partnership.
Answered May 3, 2024
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