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How much money do you manage?
Currently, we manage approximately $2 billion, as of March
31, 2010. We are in the enviable position of being large enough
to afford and demand the resources and attention of Wall Street
yet small enough to make decisions quickly and not move markets
when we trade.
How are the assets you manage split between types of clients?
Approximately 50% of the money we supervise is for taxable High Net Worth individuals and 50% is for tax-free institutions such as pension, profit sharing, foundations and endowments. We enjoy the balance and diversity of clients in our business.
Who would manage my portfolio?
Our team of seasoned investment professionals manage client
assets. The investment management team includes Jim Reed,
Donn Conner, Jim Birdwell, Jeff Bronchick, Victor Hawley,
Jim Henderson, Tom Kerr, Brett Cicinelli, Geoff Stewart,
Bill Cram and Sean Thorpe.
How long have the investment
professionals been with Reed Conner & Birdwell?
We are proud of the outstanding record of longevity of our investing
team. All investment professionals have extensive backgrounds with other
firms before joining RCB.
| Donn B. Conner, CFA |
38 years |
45 years |
| Jeffrey Bronchick, CFA |
21 years |
26 years |
| James C. Reed, CFA |
42 years |
52 years |
| James P. Birdwell, Jr. |
34 years |
40 years |
| Victor F. Hawley, CFA |
16 years |
18 years |
| Thomas D. Kerr, CFA |
16 years |
23 years |
| James R. Henderson, CFA |
9 years |
23 years |
| Brett Cicinelli, CFA |
9 years |
12 years |
| Geoffrey S. Stewart, CFA |
7years |
11 years |
| William A. Cram, CFA |
5 years |
7 years |
| Sean M. Thorpe |
2 years |
21 years |
How often do you meet with clients?
We meet as often as clients desire. At these meetings, we
review goals and objectives, performance, recent security
changes, our outlook on the economy and stock market, and
answer questions.
How often do I receive statements
from Reed Conner & Birdwell?
We provide comprehensive statements either quarterly or monthly,
depending on the client's wishes. Statements report holdings
including number of shares, cost, current market value, income,
percent of portfolio, and unrealized gain or loss; performance
summary; recent transactions; and income and expense activity
for the period. Quarterly reports also include market commentary
from the portfolio manager.
What is the turnover of most accounts?
We are relatively long-term investors with a time horizon
of a 3-5 years. Typical turnover of established accounts averages
20-30% per year. For individual clients with specific tax
concerns or issues, we work closely with you to help you meet
your goals.
What is your minimum account size for separate management?
Our published minimum account size is $2 million. We also
sub-advise the CNI Charter RCB Small Cap Value Fund, available
for accounts which do not meet this minimum but exceed $10,000.
Please go to the CNI Charter RCB Small Cap Value Fund page
on this website for further information.
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