Client Communication

We seek to keep clients informed in a timely and concise manner. Clients of Turtle Creek can expect to receive communication including:

• Letters detailing actions taken in portfolios
• Monthly statements from our independent custodian, State Street Bank and Trust.
• Annual tax planning letter and 1099 package from the custodian
• Web-based access to account information and historical data.
• Periodic updates on key events within the firm

At Turtle Creek, our personnel are all very accessible via phone and email. We strive to ensure that open lines of communication are maintained with the client which provides a level of transparency not experienced at some of the larger, less personalized institutions.