An Open Letter to Our Clients: January 2010

 

As we enter the New Year, we would like to take a minute to share a few of our thoughts with you.

First and foremost, we want to thank you for the trust and confidence you have placed in us by allowing us the opportunity to manage your investments.  We take our duties very seriously, and use the highest standards to take care of you and your money.

Second, we are thankful for the loyalty you and our other clients have shown us during the troubled times that have touched upon our nation. The past two years have been very trying for investors.  Difficult times reveal the character of a person.  We could not ask for a better clientele to serve.

Third, we are very grateful for the tireless efforts and invaluable contributions of our administrators, Rita Estrada (27 years of service) and Beverly Shanley (17 years of service next month).  As the world becomes increasingly more impersonal, and one-to-one customer relationships become harder to find, we are even more appreciative and grateful for the personal attention and care that Rita and Beverly provide.

Lastly, we give thanks for the daily blessings we have received --- our good health that allows us to live fully each day, for our families and friends without whom our daily efforts would have no meaning, and for having the good fortune to live in the United States of America and realizing there is no other place we would rather call home.
    
We wish you and your loved ones a healthy, joyous and prosperous New Year!

Sincerely,

 

Gregory E. Schultz                     Bruce D. Grenke

P.S. It is with great pride that we will celebrate the 25th anniversary of our business partnership this year.  Time really does fly when you're having fun!

© 2010 Asset Allocation Advisors, Inc.