Every investment management firm mentions client commitment in their marketing/communications material. The TBCAM approach to client commitment is not like our competitors’ and that difference over time has provided us with a competitive advantage. The commitment we make to our clients has been documented in investment industry research as well as in our own findings, and is demonstrated in long-term client relationships which is the hallmark of our firm. Consistency is an important quality against which investment firms like ours are judged. No firm can promise investment consistency, although we all would like to and we strive for that goal. However one firm, The Boston Company Asset Management, can deliver a consistent client commitment and we do that through our own unique client relationship management model.
Simply put, this firm puts their clients at the center of everything it does. We are not perfect; no firm is. Our clients expect and receive open honest dialogue about everything that happens here. Integrity is one of our Guiding Principles and we state our commitment to it as follows; “Our reputation is our most important asset. We uphold and encourage ethical behavior in all circumstances. We do the right thing with conviction, candor, compassion, and courage. Integrity is our highest ideal, which we implement each day through honest, open communication.”
Our service platform, unparalleled in the industry, is characterized by the quality and expertise of our people. Ours is a diverse and interesting culture, so it is very likely that you may meet someone in the client service area at TBCAM who is unlike others you may have met in a similar capacity elsewhere. There is more than simply one kind of individual who understands and delivers a consistent client commitment. Our client service teams are empowered to make decisions and take whatever steps are necessary to exceed client expectations. Our commitment is to anticipate a client’s investment needs, develop the right solutions, and deliver the results in an individualized manner customized to fit our client’s unique requirements.
Every TBCAM client service team works closely with their client at every step of the way, from the initiation of a new relationship to investment review meetings to administering operational requests to celebrating client relationship anniversaries. Importantly, a member of the client investment team also participates in the TBCAM client service program. Portfolio Managers, Analysts and/or Portfolio Strategists attend and actively participate in client meetings to review performance as well as to provide perspective on our investment outlook and strategy. Meeting frequency is adjusted on an individualized basis to meet specific client preference.
We aspire to excellence in all that we do, from the dedication of our investment teams to the steadfast commitment of the client service team approach to our clients. We believe this to be an important competitive advantage and one that takes years to develop. It has been part of the TBCAM DNA and continues to be every single day.
