Our investment approach for clients is long term. Invariably, short term market observations reflect investor sentiment more than investment fundamentals. Since communication reinforces confidence, Lakeshore Capital believes that clients should have ongoing written communication as well as direct access to the portfolio manager to answer their questions.

We strive to provide comprehensive communication by providing the following:

• Monthly or quarterly account summary (as desired by the client)
• Quarterly investment commentary reflecting Lakeshore’s investment position
• Personal communication by phone or email; direct access for your portfolio manager is always available
• Annual summary of interest, dividends and expenses
• Annual summary of realized capital gains and losses