Because we, at Ivy, understand that clients are our most critical asset, we also recognize that they require the utmost attention. We are committed to client service and take pride in the belief that our programs set industry standards for excellence in terms of knowledge sharing and account coverage.

We encourage close interaction and prompt communication with clients, resulting in a high level of service for both our institutional and high net worth clientele. Fast and thoughtful responsiveness to client needs throughout the investment and reporting processes are trademarks of our client service paradigm.

Our approach to client service emphasizes a unique combination of financial reports and advisory services backed by teamwork and access to the various departments of the firm – from the investments division to the financial and administrative groups. Clients are offered a clear perspective into Ivy’s inner-workings while at the same time gaining access to investment insights and thought-leadership platforms.

In meeting the varying educational and servicing needs of individual and institutional clients, our Client Development Group has personnel dedicated exclusively to each type of client. Regardless of whether or not clients take advantage of Ivy's multi-manager fund products or the firm’s experience in building and managing customized portfolios, they can expect a firm-wide commitment to superior service. As client advocates, we take special care in not only assisting a client during portfolio construction but throughout the ongoing monitoring and re-balancing process.

Client reports take into account various requirements including such issues as tax concerns, regulatory mandates and transparency needs. Unaudited quarterly statements and management letters, and annual audited financial statements, are a standard of our service.