Blankinship & Foster, LLC
We monitor the economic environment and its effects on your portfolio. Our Investment Committee meets approximately every three weeks, setting out our understanding of the current situation and making any necessary adjustments to our firm-wide investment strategies.
Your portfolio manager then applies these changes to your investment portfolio as needed. Changes to your investment portfolio are generally made gradually, and with due consideration to the tax consequences of each transaction. Because trading costs reduce the return on your investments, we work hard to minimize turnover in your portfolio and to ensure that each trade we suggest is both necessary and beneficial.