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Private Capital Management's clients include high net worth individuals and leading institutions including universities, foundations and retirement plans.
We communicate with our clients frequently and openly. Quarterly written reports summarize a client's entire portfolio, including assets, income, expenses, transactions and overall performance. Periodic market letters assess the state of the economy, review our investment strategy and discuss the outlook for our clients' portfolios.
However, the aspect of our communications that our clients appreciate most is the personal touch. Clients have direct access to our Client Service Team professionals, and many are in frequent contact with us to discuss their portfolios. Many of our investors are knowledgeable about the companies in their portfolios and achieve great satisfaction from closely following their performance.
Each client is paired with members of our Client Service Team as their personal Private Capital Management investment partners.
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