As I write this letter, I’m looking out my window, enjoying the views of a sunny fall afternoon. Fall is harvest-time, where we have the opportunity to enjoy the fruits of the growing season. You might go apple picking, visit a pumpkin patch, or enjoy some spiced cider. It’s a time to take stock and enjoy the resources available to you.
Similarly, I think of our clients and the resources we provide. Are you taking advantage of all the services available to you? This summer, we rolled out our new client portal, Orion. I’m happy to report that many of you have found the new client portal to be very user-friendly, providing an even better client experience. If you haven’t had a chance to check out the new portal, please contact a member of our team – we’d be happy to set you up!
Our President, Annette VanderLinde, MBA, CWS®, AIF®, and our Investment Team share their outlook for the coming months as well as some reflections on good news for the Liberty team.