Client Service

First Fiduciary Investment Counsel is committed to open communication with our clients, through meetings and phone consultations held as frequently as a client wishes. We believe this improves our ability to manage our clients’ portfolios and better achieve their goals. Our clients know they can contact us at any time.

We provide a detailed reporting to our clients on a quarterly basis. Each detailed report includes a performance report as well as a listing of all positions in the portfolio including cost, current market value and yield. As part of our reporting, clients receive our view of the markets and our explanation of transactions that occur during the course of the quarter.

Each client’s assets are held by an independent third party custodian to create a dual check and balance accounting structure. The third party custodian provides monthly statements and confirmations each time a transaction is initiated. The custodian also provides a list of all transactions for each month providing our clients with a double check system.

Through these processes, we are committed to offering our clients the highest level of investment management services possible.