High-Touch Client Service
D’Arcy Capital offers advisory services to meet the unique needs of high-net-worth clients while providing in-house research and a proprietary investment selection process. We work to understand our clients’ entire financial picture, allowing us to create a customized and effective investment strategy. It is our goal to provide clients with a higher level of service, transparency and communication than they have ever received from a financial advisor or broker. We hold ourselves accountable to each client we serve.
WE PROVIDE
– Monthly account statements with third-party valuations
– Quarterly performance reports with benchmark comparisons
– Quarterly Market Intelligence newsletters
– Financial Market Alerts as dictated by the economic environment
– Quarterly, semi-annual or annual review schedules
– Direct phone and email access to firm partners
