Each BTR client will work with two of our senior investment professionals, one of whom will serve as the portfolio manager and primary point of contact. This arrangement ensures a high level of availability and responsiveness to client needs. We understand that our clients use multiple channels of communication for convenience. While we value face-to-face engagement, we are comfortable working with clients over the phone, on a web meeting, or via e-mail. We are available as needed, but aim to conduct a detailed portfolio review with each client at least once a year.
With whom do I work at BTR? How (and how often) will I interact with the firm?
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