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Ennis, Knupp & Associates Inc

Published by: SGA Lists

Published: Oct. 1, 2009 - 2 Pages


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Abstract

At Ennis, Knupp & Associates,we believe that the key to a successful investment program depends on a close personal relationship with our clients, frequent meetings with managers, customized client-specific education programs and the unbiased interpretation of relevant information. Our working style with our clients can be characterized as proactive, responsive, organized and interactive. We do not see our role as showing up to periodic meetings to present performance numbers and pontificate on market trends. We believe the constant role is to provide leadership, not reaction. We engage in constant ongoing communications with clients so that we are aware of changes and developments as they occur. By investing our time, proactively asking relevant questions, and using meetings as opportunities to listen carefully and as educational opportunities, we are able to help clients? investment programs adapt over time to evolving circumstances and preferences.

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