CTC helps clients make wise investment decisions by educating them on the strategies available to meet their objectives. A team consisting of a senior consultant, consultant and a performance analyst is assigned to each client relationship. This team will work with the client and the client’s advisors to develop an implementation plan and to strategically execute that plan. CTC communicates in-person with clients through quarterly review meetings, as well as through regular conference calls and email communication. CTC provide clients with investment strategy reports in addition to their monthly and quarterly performance reports.  Please see sample reports under our Resources tab.