Rough waters

What to say to clients about the third quarter and an outlook for the period ahead. Dan Richards offers his template for a client letter that advisors can customize to reflect their views.

October 15, 2014

A Q3 letter to clients

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to include in a quarterly letter to clients about recent market developments. He recaps three principles that guide his approach to constructing portfolios.

  • October 15, 2014 October 30, 2019
  • 18:00

A Q3 letter to clients: How to navigate rough waters

Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.

  • October 15, 2014 November 17, 2019
  • 15:15