With whom do I work at BTR? How (and how often) will I interact with the firm?

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.

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