CTC strives to learn everything about its clients' investment needs, risk tolerances and specific goals before making recommendations. CTC works with each client to build a customized portfolio of best-in-class managers. At the beginning of each relationship, CTC provides opinions on any existing managers in client portfolios, while being cognizant of tax repercussions involved with replacing managers. CTC’s performance reports are also customized to reflect information that is most relevant to clients, and to assure that clients understand everything within their portfolio.