One of the critical elements of a successful partnership is communication. All clients of Kopp Investment Advisors receive timely and concise information. We monitor clients' portfolios in an effort to optimize portfolio performance. Clients are encouraged to schedule an annual meeting to review performance or to discuss changes in their objectives. In addition...
Kopp Investment Advisors' Clients Receive:
Ongoing contact with a Kopp Investment Advisors Client Service Executive
A confirmation of every transaction and a monthly account statement from the custodial brokerage firm
A quarterly summary of the portfolio and its performance
Kopp's Quarterly Newsletter to clients featuring a current market recap
