Sustainable Growth Advisers

Client Services

SGA seeks to provide each of our clients with professional, proactive, timely and personable service that reflects the importance we place on our clients and the character of our organization.

Professional: Accurate, high quality correspondence and service.
Proactive: We take the initiative to reach out and not just respond.
Timely: All inquiries are to be responded to within 24 hours of receipt.
Personable: Asset management is a relationship business and we strive to build solid lasting relationships with our clients.
Character: We are a small organization where integrity is foremost and our clients’ interests come first.

In addition to the performance reporting requested, we provide our clients with detailed quarterly commentaries highlighting the key drivers of market and portfolio performance, as well as descriptions of stocks that have been purchased or sold during the period.  We also periodically conduct topical research and provide clients with our perspective.