Dear Clients, Potential Clients and Friends -
If you know a friend or family member who's hearing crickets from their advisor—or only getting cookie-cutter reports—send them my way!
At Dattilio & Ash Capital Management, we believe communication is just as important as performance.
That’s why our clients don’t just get market commentary — they get highly personalized quarterly letters that:
Reflect their actual portfolio allocation and performance
Include our signature "bubble chart" for a visual snapshot of their investments
Translate market complexity into plain English
Explain what we did, why we did it, and what we’re watching next
Here’s an excerpt from a recent actual (redacted) client letter:
“As you can see, most 'risk assets' in your account generated negative returns during Q1 while 'safe' fixed income assets were mildly positive. Positions generating positive returns were international and emerging market equities, while small- and mid-cap equities once again trailed. Fixed income investments were a shock absorber cushioning the fall.”
“We are scheduled to chat again in July but I am happy to get on the phone to chat again sooner if you want; just let me know! As you will see below, Q1 was a tough period but (as you know) I am an advocate of long term strategic investing and will never try to time the market."
This kind of proactive, plainspoken communication builds confidence — and trust. Are you getting this from your advisor?
If not, we’d be happy to offer a free second-opinion consultation — no pressure, no pitch. Just a real look at your current strategy and how it could be improved.
Want to see the difference? Request a sample (redacted) client letter and bubble chart. You’ll see what clear, customized investment communication really looks like.
Thanks,
Tony Ash, MBA, CFA®