we are excited to announce some new initiatives at CH. We are always listening and looking to improve our service delivery model, and in the spirit of open communication, we have two new ways we’ll be connecting with you starting on May 19th.
The first is a weekly communication from our team: CH Portfolio Minutes. This will be a memo delivered by email every Monday that highlights investment-specific information. Our goal is to give you more insight into how your portfolio is being managed. The first few will come directly from me, and over time you’ll hear different perspectives from our whole team. You will need to opt-in to this communication. Please do so by clicking here. You can expect the first memo to be delivered on May 19th – spoiler alert, we’re discussing the concept of buying growth for free. You won’t want to miss it!
The second is the most interactive way, and completely new for our team. CH Live will start on May 25th and continue on the last Monday of every month for the remainder of the year. I will be hosting a video call at 4pm MST that will last about 90 minutes, consisting almost entirely of Q & A. We’ll send out a reminder the week before to submit any questions you might have, and I’ll also answer some live ones as well. The format is to be determined, but by the end of next week you’ll receive an email invite to join (webinar-style). Transparency is hugely important to us and giving our clients a platform to make sure your points are heard is one way we feel we can make good on this commitment.
Things have changed a lot in the last couple of months, and we’re doing everything we can to stay current and stay connected. If you have any suggestions on how we can achieve this even more effectively, please let us know. If you have any questions you’d like answered, please join me on May 25th!