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Schwab is a registered broker-dealer, and is not affiliated with Buckley Investment Group or any advisor(s) whose name(s) appear(s) on this website. Buckley Investment Group is/are independently owned and operated. [Schwab neither endorses nor recommends Buckley Investment Group, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Buckley Investment Group under which Schwab provides Buckley Investment Group with services related to your account. Schwab does not review the Buckley Investment Group website(s), and makes no representation regarding information contained in the Buckley Investment Group website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
We place a high value on the quality of our on-going services and our long-term relationships with our clients.
We actively monitor portfolio performance and provide rebalancing adjustments when market forces cause the asset allocation to drift outside the ranges specified in a clients’ Living Investment Policy Statement.
We conduct routine, quarterly reviews of our selected managers to evaluate their ongoing performance and to determine whether they continue to meet our high expectations or if they should be replaced. This is an important differentiation between hiring Buckley Investment Group as your investment consultant versus hiring a money manager directly. You would be hard pressed to find a money manager who would be willing to fire themselves when their performance is lacking.
We encourage open and ongoing communication. As part of our effort, we provide quarterly market reviews, customized performance reports, and a manager-to-peer group comparison report.