R.O.I. takes client communications very seriously:

Monthly – R.O.I. believes the more clients understand about financial planning and investing, the more they will understand and appreciate the value of R.O.I.’s services (see Services). Therefore, to teach clients correct Comprehensive Financial Planning and Active Investment Advisory principles, R.O.I. drafts, edits and produces its own newsletter titled "TAKING CARE OF YOU" (see Newsletter);

Quarterly – R.O.I. provides an Investment Advisory report that includes an Asset Allocation Report and a Rate of Return Report for each client's portfolio, which is thoroughly and personally reviewed and commented upon by Grant, Ben, and/or Ron. These reports reflect the results of applying to clients' portfolios the correct investment principles taught in R.O.I.'s newsletter, and, provides current commentary about how things happening in the world and financial markets might effect clients’ portfolios;

Monthly (some clients prefer quarterly) – In addition to R.O.I.’s quarterly Investment Advisory reports, and independently from R.O.I., clients receive reports from Asset Custodians (e.g., Investment Advisor Network, Employer Retirement Plan, etc). (Note: to protect clients from any possibility of fraud or misuse, R.O.I. has no custody of clients’ assets -- only Limited Trading Authority, and in most cases, rights to withdraw R.O.I.’s fees);

Annually, Or More Often As Needed – R.O.I. conducts Reviews with Full-Service clients (see Fee Structure);

Always – R.O.I. is very good at answering clients calls as they come in, and, at returning clients’ calls (usually within a couple of hours or less, or, the next day if Grant, Ben, or Ron are all out of town); and,

Always – R.O.I. has established this "always accessible" website.

351 East 140 North , Lindon, UT 84042-2004
Phone: 801.785.3254 Fax: 801.785.3244 Email: ronolson@itsnet.com