A Commitment to Excellent Client Service
At M.D. Sass, we measure our success against the benchmark of our clients' expectations. We strive to meet and exceed those expectations by constructing portfolios and specific strategies that reflect client specific objectives with regard to risk, return, cash flows and, where appropriate, tax, estate, trust, shareholder reporting and regulatory considerations. To that end, we draw on powerful proprietary, quantitative tools while working with clients and advisors they may employ.
At the same time, we believe excellent client service involves more than providing superior, risk-adjusted investment performance. It calls for frequent communication to fully address clients' changing preferences and requirements in light of their evolving circumstances and changing market conditions. We work closely with our clients and their advisors not only to establish appropriate investment parameters, but also to adjust those parameters as needed.
The result: a well conceived and communicated investment strategy that evolves to meet a client's changing needs and market environments. That's why so many of our clients come to us through referrals from satisfied clients and their advisors. Many of our client relationships have endured for decades, withstanding, and even growing, during turbulent markets.